Transaction Totals Report

To generate a report that lists and totals all transactions processed through your Blackbaud Merchant Services account for a specific date range, from Reports, select Transaction totals.

The report includes:

  • Source of each transaction

  • Gross and net amounts

  • Associated fees

  • Credit card or bank account information

  • Transaction result

Note: The report lists transactions processed in live mode. Test transactions do not appear.

Tip: Don't see this option? Contact your system admin for rights to run this report.

View the transaction totals report

  1. From Reports, select Transaction totals.

  2. Choose a preset date range or select Specific range to enter custom dates.

  3. Under Result, choose whether to view all transactions or only those that are approved, declined, or pending.

  4. Choose whether to group transactions by transaction date or account type.

  5. Select Generate report, then choose whether to generate a PDF or CSV file.

Note: Reports with more than 4,000 transactions generate multiple PDF files. Large files may take extra time to complete. When your report is ready, you receive a notification. To download your report, at the top right, select Notifications Bell icon showing the number 1 in a red circle, indicating the user has 1 notification. , then select the notification.