Transactions Grid
Activities and information available on the Transactions grid including reporting
The Transactions Grid will show all transactions that have been recorded in the software. The grid can be found in the Transactions & Invoicing Module b...
Wed, 5 Aug, 2026 at 11:33 AM
Transaction and fundraising reports can be created by making views using the Query, Filter, and Sort features on the Transactions, Pledges, and Constituents...
Wed, 5 Aug, 2026 at 11:43 AM
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...
Wed, 5 Aug, 2026 at 1:12 PM
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 d...
Wed, 5 Aug, 2026 at 1:15 PM
Below your organization name, select Billing, then select the Statements Tab. Click on PDF/Excel under the View/Print column to see the Processing F...
Wed, 5 Aug, 2026 at 1:15 PM