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

From your Transactions Report, you can:

• Search, filter, and sort all transactions

• Save Frequently used report settings

• Print and resend receipts

• Issue refunds

• Edit payment profiles

Access Transactions Report

Navigate to your manager dashboard. In the sidebar menu, expand Reports and then select Transactions.

Filter and Sort Transactions

From your Transactions report, use the Search bar to find a specific gift. Then, select the Filters tool at the top right corner to filter your view.

Once Filters is open, you'll be able to adjust several criteria to narrow down your search:

1. Filter By

2. Status

3. Fund

4. Occurrence

5. Location

6. Payment Type

7. Payment Method

8. Deposit Account

As you select filters, your selections will be listed at the top of your report.

Click the circle x icon on each filter chip if you no longer need that specific selection.

Sorting Columns

Not all columns are initially visible on your report by design. You can add additional data points/columns by clicking the Column Sorter Icon to the far right of the column headers.

You can add many columns to your report.

You can also sort the report by clicking on the column headers. For example, you can click "Funds" to sort your report by funds in ascending order or click "Funds" again to re-sort in descending order.

Once your report is set to the correct specifications, you can print or export that report using the buttons at the top of this page. Additionally, you can save your most frequently used report settings so you can quickly access that information every time.

Receipts, Refunds, & Other Actions

Click the 3-dot ellipsis icon on the far right within a transaction's row. A drop-down menu will appear, with a few actions available for that specific transaction.

Print or Resend Receipts

Selecting Resend Receipt will send the giver another email copy of their original receipt. The Send field will be pre-populated with the giver’s email address, but you can enter a different email address if needed.

Refunds

Click the 3-dot ellipsis icon within a transaction row, then select Refund. The entire transaction amount will be credited to the giver’s payment source, or you can opt for a partial refund. 

Edit Fund

If a giver contacts your ministry because they have given to the incorrect fund, you can adjust the fund on their behalf. Click on the 3-dot ellipsis icon, then select Edit Fund. Then, select the correct fund from the dropdown menu.

Edit Payment Profile

Click the 3-dot ellipsis icon within a transaction row, then select Payment Profiles. You can view a giver’s stored payment methods and create a new profile. Read more: Manage Giver Payment Profiles

Updated January 23, 2025 21:48