The Summary Report allows you to see transaction activity for your organization in real time. You can search for and/or filter transactions to narrow your results and pull more granular reports. You may also narrow those results by time frame or you can search by transaction status.
Interested in learning more about the Summary Report Beta? Check out the What’s Changed and Why article!
Looking for information about the detailed Transactions Report? Check out this article instead!
We hope you love the new Summary Report! If you have feedback, we want to hear it. Email us at [email protected]!
Contents:
Getting Started
To access the Summary Report, click Summary within the Reporting menu in your left-hand navigation.
When you first open the report, you’ll land on My First Summary Report.
The report is searchable by Transaction ID and Name and can be filtered by Transaction ID, Date, Name, Status, Payment, Method, Total Amount, or Source.
Filtering Your Report
To filter by one of the report columns, click the icon next to the column header, select your filtering parameters and then click Apply. You can click Reset to return a filter to its default setting.
These are the sort and filtering options for each of the report's columns:
Transaction ID
The Transaction ID column can be sorted Low to High or High to Low, and you can Filter by condition if you’d like to look for Transaction IDs within a certain range.
When you select Filter by condition, you’ll see an option to Add condition, which prompts you to choose from the drop-down. You can include up to three conditions.
Date
The Date column can be sorted Oldest First or Newest First, and you can Filter by date.
When you select Filter by date, you’ll see preset date options, or you can filter by a Custom Range.
Name
The Name column can be sorted A to Z or Z to A, and you can Filter by value.
When you select Filter by condition, your options are Has value or Has no value. "Has no value" means you can quickly see transactions without an associated name, such as some transactions entered in the Virtual Terminal or received via text campaigns.
Status
The Status column can be sorted A to Z or Z to A, and you can Filter by value.
When you select Filter by value, your options are:
Accepted will return any transaction that has been accepted and processed.
Pending transactions are those that have yet to be processed, such as a pending eCheck.
Voided transactions are those voided by an organization user before the transactions processed.
Chargeback indicates any transaction on which a donor initiated a chargeback. This can happen in the case of card testing if an individual doesn't recognize a charge on their credit card statement. To learn more about chargebacks, check out this article.
Declined transactions are those that don't process due to invalid information, overcharging a credit limit, insufficient funds, etc.
Error in the transaction process is normally communication-related with the third party processor. You can get the specifics of errors in the transaction details.
Offline transactions are cash or check transactions entered through the Virtual Terminal or by peer-to-peer participants in their fundraising dashboard. Peer-to-peer matching donations also display as offline.
Promise refers to unfulfilled SMS pledges and invoiced donations.
Moved means that a peer-to-peer transaction was made on one form and moved to another. This status allows the original transaction to remain on the originating form for historical purposes but to appear on the destination form for reporting purposes.
You can select as many or as few statuses as you like.
Payment Method
The Payment Method column can be sorted A to Z or Z to A, and you can Filter by value.
When you select Filter by value, your options are Visa, Mastercard, American Express, Discover, E-Check, Cash, Check, PayPal, Facebook, Matching, Bill to Carrier, and No Charge.
You can select as many or as few methods as you like.
Total Amount
The Total Amount column can be sorted Low to High or High to Low, and you can Filter by condition if you’d like to look for amounts within a certain range.
When you select Filter by condition, you’ll see an option to Add condition, which prompts you to choose from the drop-down. You can include up to three conditions.
Source
The Source column can be sorted A to Z or Z to A, and you can Filter by value.
When you select Filter by value, your options are Public Form, Mobile Donation Form, Virtual Terminal, Mobile Virtual Terminal, SMS, Peer-to-Peer, Kiosk, Givi, and Facebook Donation Form.
You can select as many or as few sources as you like.
Saving and Downloading Reports
If you have a selection of filters and sorting you’d like to be able to quickly access again, you can save the configuration by clicking the Save button.
If you’d like to save your configuration as a new report, click the icon of three dots to open the additional options menu and then click Save As.
You’ll be prompted to give your new report a name and then click Save As again.
All of your saved reports will be available in the page’s left-hand navigation.
Note: Reports are specific to each user. Saving a new report will not make it visible to other users in your organization.
The other additional options in the menu are to Download CSV (.csv) or Download Excel (.xlsx) versions of the report or to Delete the report.
Please note: If you only have one report, you won’t be able to delete it.
We hope you love the new Summary Report! If you have feedback, we want to hear it. Email us at [email protected]!