Help Guide

One-Click Reports

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One-Click reports are pre-formatted reports that you might need on a frequent basis. One-click reports may be accessed from the main menu or in the Transactions Reports page.

The top section for Today's, Yesterday's, This Month's and Last Month's Transactions are self-explanatory.

To pull other (custom) reports, please use the left-hand column search field on the Transaction Reports page. For additional information on creating your own custom report, see the help sections on "Download your Transactions" and "Custom Searches" in the menu list of this section.

If you have a report you use frequently and would like to have a one-click report created, please let us know. You may email support@givedirect.org or techsupport@givedirect.org or call 866-459-6420.

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