Reports

Understand your data & customize exports.

14 articles in this collection
Written by Drew Penfield, Kacie Frazier, and Jessica Moore

Reports Overview

Navigate your Reports tab like a pro!

Written by Drew Penfield
Updated over a week ago

Deposits

Deposits Overview

How do I keep track of what is sent to our bank account?

Written by Drew Penfield
Updated over a week ago

Deposit Reporting

See detailed reports of every gift batch deposited into your bank account.

Written by Drew Penfield
Updated over a week ago

Kiosk Deposit Report

Pull detailed reports of kiosk batch deposits.

Written by Drew Penfield
Updated over a week ago

Invoice & Billing

Update Billing Information

Add or change the payment source for your organization's monthly fees.

Written by Drew Penfield
Updated over a week ago

Invoice Overview

How to track your monthly payments to your giving platform

Written by Drew Penfield
Updated over a week ago

Billing Reports

Additional processing fee data to help reconcile deposits.

Written by Drew Penfield
Updated over a week ago

Transactions

Transaction Management Overview

A summary of how to view and manage transactions.

Written by Drew Penfield
Updated over a week ago

Transactions Report

Learn how to filter through all transactions, issue refunds, and print or resend receipts.

Written by Drew Penfield
Updated over a week ago

Auto Reports

Stay up-to-date on giving activity by setting up email notifications.

Written by Drew Penfield
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 Drew Penfield
Updated over a week ago

Recurring Gifts

Recurring Gifts Overview

View, filter, and manage all recurring gifts in a single location.

Written by Drew Penfield
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 this week