Transaction Totals

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

For each transaction, the report displays its source, gross and net amounts, associated fees, credit card or bank account info, and result. 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.

Note: Large files may take additional 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. and then the notification.

  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 that contain 4,000 transactions generate multiple PDF files.