This document contains a summary of the major changes and new features available with our new Transactions Summary Report, along with screenshots, links to other help desk articles, and directions on where to go in the control panel to start using the new report.
This brand-new report boasts a lot of improvements over the existing detailed Transactions Report and offers a sneak peak into changes that are coming to more reports soon!
We hope you love the new Summary Report! If you have feedback, we want to hear it. Email us at [email protected]!
Here’s a list of some of the changes and new features:
The Transactions Summary Report allows you to see all activity for your organization in real time. When compared to the existing Transactions Report, the new report loads faster, is easier to save for future use, offers more precise filtering, and can be downloaded into a format that matches what you see on the web!
To access the new report, click Summary within the Reporting menu in your left-hand navigation.
The new report prioritizes speed to keep your data moving
Fast report building
The new report loads up to 10 times faster than before! We’ve turbocharged how data is pulled, so reports generate with less waiting and more doing.
Ready when you are
No more long waits just to get started. The page now loads as fast as your data, with filters and components appearing only when you need them—so you can dive in and build without delay.
Quicker searching
Looking for specific Transactions or Donors? Search is now seriously fast—up to 50 times quicker in many cases, helping you find what you need without delays.
Filter your transactions to find exactly what you need
Precision filters for deeper insights
Go beyond date ranges with new conditional filters. Now you can zero in on transactions greater than a specific amount, within custom thresholds, or matching flexible criteria. It’s a smarter way to slice your data exactly how you need it.
Save your configurations for easy access—every time
Reports that remember
Build your perfect view, apply the filters you need, and save it. Next time you open the report, it’s all there—exactly how you left it.
Build, save, compare
Need to compare different date ranges or filter sets? Create multiple reports and switch between them instantly—no recreating views from scratch.
Download to modern formats that match what you see on the web
Cleaner, smarter, faster downloads
Downloads just got a serious upgrade: now in modern XLSX format and fully aligned with your web view. What you see is what you get—no more mismatches, extra columns, or weird formatting. And emojis in report fields? No problem!
(COMING SOON!) Better refund reporting, new report templates, and a field builder to further customize your reports
We’re planning on even more features to take your reporting to the next level! Keep an eye out for additional updates in the coming months.
We hope you love the new Summary Report! If you have feedback, we want to hear it. Email us at [email protected]!