Transaction List

This report shows details for each transaction in the query used to run the report. Use this when you want to organize or print a list of transactions. This report is similar to the Journal Entry List Report, except that this only shows transactions for accounts included in the query used to run the report.

  • Date – This shows the date of the transaction.

  • Name – This shows the name of the constituent who made the transaction. Click this to access the account’s home page

  • Fund – This shows the fund associated with a transaction.

  • Type – This shows the transaction type. Click this to access the transaction.

  • Pledged – If the transaction is a pledge, this shows the pledged amount.

  • Received – This shows the amount received from a transaction.