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Reports
Understand your data & customize exports.
14 articles in this collection
Written by
Kacie Frazier,
Jessica Moore,
and
Lindsey May
Reports Overview
Navigate your Reports tab like a pro!
Written by
Lindsey May
Updated over a week ago
Deposits
Deposits Overview
How do I keep track of what is sent to our bank account?
Written by
Lindsey May
Updated over a week ago
Deposit Reporting
See detailed reports of every gift batch deposited into your bank account.
Written by
Lindsey May
Updated over a week ago
Kiosk Deposit Report
Pull detailed reports of kiosk batch deposits.
Written by
Lindsey May
Updated over a week ago
Invoice & Billing
Invoice Overview
How to track your monthly payments to your giving platform
Written by
Lindsey May
Updated over a week ago
Billing Reports
Additional processing fee data to help reconcile deposits.
Written by
Lindsey May
Updated over a week ago
Update Billing Information
Add or change the payment source for your organization's monthly fees.
Written by
Lindsey May
Updated over a week ago
Transactions
Transaction Management Overview
A summary of how to view and manage transactions.
Written by
Lindsey May
Updated over a week ago
Transactions Report
Learn how to filter through all transactions, issue refunds, and print or resend receipts.
Written by
Lindsey May
Updated over a week ago
Auto Reports
Stay up-to-date on giving activity by setting up email notifications.
Written by
Lindsey May
Updated over a week ago
Failed Transaction Codes
Written by
Kacie Frazier
Updated over a week ago
Declined Gifts
Why was this gift declined, and what should I do?
Written by
Lindsey May
Updated over a week ago
Recurring Gifts
Recurring Gifts Overview
View, filter, and manage all recurring gifts in a single location.
Written by
Lindsey May
Updated over a week ago
My Saved Reports
Saving Reports 💾
Always checking the exact same type of report? Save it, and make it your default!
Written by
Jessica Moore
Updated over a week ago