Transactions are your most granular level view on your activity. You can see every single transaction, you can filter them and then export them.
- “Switch View” - select “Company Admin” from drop down.
- Select “My Company” logo on the left hand side of the screen.
- Select “Transactions” logo.
- Select Money Giving or Time Giving
Filters
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Company Admin > My Company > Transactions
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This feature is only available to Super Administrator access. |
A great way to collate information throughout your program is to head to Transactions.
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When you click on Transactions, the Money Giving tab will appear if you have any modules linked to donations. To select Time Giving, click on the tab. Use the filters to find the transaction period. Click More filters for more options.
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Money Giving
You will see Paid transactions as default display. To see Pending transactions, click on Paid and select Pending option.
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A great way to narrow your view option is to use the campaign type filter and then enter your campaign name. |
Time Giving
You will see Registered transactions as default display. To see Waitlisted/EOI transactions, click on Registered and select Waitlisted/EOI option.
How to Use the Filters
Saving your commonly used filters
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After you have made your select, click on Save Filter. A pop up screen will appear.
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Enter the name of the filter you would like to save and click save.
When you use filters again, click on Select a filter tab.
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Exporting transactions
After you have either filtered or searched and found the correct transactions you can export these details into an Excel file.
Simply click Export button at the top right hand corner, an Excel file will be downloaded for your record.
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