Run a Transaction Report

  1. Click Data Management on the top-level navigation bar and select Reports from the drop-down menu to open the Report Selection screen.

  2. Click the plus sign (+) beside the Transaction Reports folder to display the contents of the folder.

  3. Click the link for the Transaction Report.

  4. On the Report Configuration screen that opens, provide a First Name and Last Name only if you would like to limit the report to gifts from a specific donor.

    Note: You can also use the Name field to limit the size of the report if you have a large database. For example, if you type an "S" (without the quotes) in the Last Name field, your report will list all transactions where the Billing Name begins with "S."

  1. Choose a Transaction Date Range for this report. Choices include:

    • Predefined Date Range (such as All Dates, This Month, This Calendar Year, etc.)

    • Custom Date Range (choose exact dates from the date menus provided)

  1. Select a Merchant Account from the drop-down menu if you have multiple accounts and would like to limit this report to transactions associated with one specific account.

  2. Choose a Tender Type from the drop-down menu if you would like to limit this report to transactions made using one specific tender type (such as Visa cards or Discover cards).

  3. Provide a Label for this report to help you identify it at a later time.

  4. Click the Submit Report button. The system will display the Report Results List with Queued as the Status of the report.

  5. Click the Refresh button to update the Status of the report.

  6. When the Status indicates that the report has been Completed, click one of the following icons beside the report:

    (View) icon to display the report on your computer. You can save or print the report from the displayed view or add the results to a group. You can also click the Add to My Reports link, provide a brief Description, and click Save if you would like to add this report -- with this configuration -- to the My Reports folder.

    (Print) icon to print the report via your standard Print application.

    (Download) icon to download the file to your local computer or shared network resource.

    (Delete) icon to delete the report if you no longer need it.