Transactions Grid
Activities and information available on the Transactions grid including reporting
What is the Transactions Grid?The Transactions Grid will show all transactions that have been recorded in the software. The grid can be found in the Transactions & Invoicing Module by clicking on Transactions. The Transactions grid operates like other grids. The first time you visit this grid, the software c…Transaction & Fundraising ReportsTransaction and fundraising reports can be created by making views using the Query, Filter, and Sort features on the Transactions, Pledges, and Constituents grids. You can learn more about views in this article: When creating reports, start with the end in mind. Establish your r…How do I see the transactions for a specific constituent?You can see all of a constituent's transactions in their record under the Transactions Tab. The grid displays all direct transactions by default. If you also wish to include soft credits, you will need to check the box Include Soft Credits at the top of the grid. You can also Ex…Can the Transaction Grid be exported?Yes, you can export the current view of your transactions to an Excel file by selecting Actions and then selecting Export to Excel File. The exported data will include all the rows and columns currently included in the view. The excel spreadsheet should download in your web brow…Where can I see processing fees?Below your organization name, select Billing, then select the Statements Tab. Click on PDF/Excel under the View/Print column to see the Processing Fees Paid By Donor and those Paid By Customer for that date. Click the PDF or Excelbuttons to generate transaction statements for a…