Help Guide

Creating a Custom Search

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How to Pull a Transaction Report

Standard One-Click reports can be used to quickly generate reports from common date searches. Use the One Click drop down list and select a transaction report type: Today's, Yesterday's, This Month's, or Last Month's.

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If these "quick" reports do not fit your requirements, use the search fields on the left to produce a completely custom search.

Creating a Report with Custom Search

In the search fields panel, you will find several fields to help refine your search options, such as first and last name, transaction ID number, the last four digits of the card number, or Gift Dedication Name. These Search fields may be combined or used alone. But, if used as a stand-alone query, we recommend you also include a date range for faster results.

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Selecting Transactions from a Specific Form

If your charity has more than one payment form, you can search for transactions by the specific form. To pull a report for a specific form, use the "My Forms" drop down menu on the top left and select the form name. To retrieve a list of all transactions, regardless of form, leave the "My Forms" drop down menu blank.

For more information about naming your forms, please see the related article: Customize Your Form.
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Selecting Transactions by Amount

As you look for new marketing strategies or ways to present information to your board you will probably want to consider donor segmentation.

Figure 1
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Figure 2
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Figure 3

Sorting Transaction Report Results

You will find sorting options for your transaction report at the bottom of the left-hand panel. You may select up to two pre-designated sort options. This may be done before or after the search is performed by clicking "Go." Sorting options will revert to empty when you logout.

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Finding and Creating a Gift Dedication Report

To find your Gift Dedication transactions use either the One-Click "Gift Dedications" option (Figure 1 above), or use the search fields in Transaction Reports screen.

In the Transaction Reports search fields, there are two options: 1) you may find dedication gifts by the dedication name or 2) search for all gift dedications.

Finding and Downloading Employer Match Donations

Locate your Employer Match gifts by clicking the Employer Match check box at the bottom of the Transaction Reports search fields.

Read more about Employer Match gifts in the related article "Employer Match Gifts"

Finding Transactions with a specific Custom Field Entry

Let's assume you have a custom check box for "Please keep my gift anonymous" and you want to find all transactions where the donor clicked that check box. Enter the text into the "Custom Field Entry" field and click search. Likewise, if you are using a dropdown menu, enter one of the options from your drop down list (make sure to enter it exactly as shown on your payment form) and search.

The same can also be done for a custom fill-in field, but since the response to a fill-in field will be random, it will be more difficult to obtain an accurate search.