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Help Guide

Manage Your Transactions

Overview/ How Can I Use This Data? One-Click Reports Transaction Report Summary Page Transaction Detail Report Custom Searches Managing Your Transactions Download Transactions Processing Payments Error Messages Employer Match Gifts Refund A Transaction CAPTCHA - "I Am Not A Robot" ChargeBacks Reassign A Transaction Email Notifications Leave Notes/Track Changes

Download Your Transactions

Figure 1

You may print or download your Transaction Report whenever needed.

At the top and bottom of the transaction summary list is a link to print or to download the transaction details into a CSV spreadsheet (see Figure 1). You can then manipulate the data or import the records into your own database or CRM. All data collected on your forms can be included in the report.



Figure 2

To create a custom report, Click on the download icon at the top of the search results page.

On the next page (see Figure 2), select the desired fields. You may select all or any of the individual fields. If you download the field for amount, we also recommend you include the Payment Result so declined or voided transactions may be easily identified.

Once desired fields are selected, click "Download CSV File."

The newest catagories for download include fees, deposit ID, transaction notes and modification log.

Note: Some fees, specifically the Employer Match fee, may change if the gift cannot be matched. We suggest that fees downloaded from Transaction Reports be used only as a guide.

Please use the View Deposits report for balancing.

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