You can use our reporting section to see a number of different reports. To access them, click Reporting Tools on the sidebar menu. From that page you will have access to various reports as listed below:

• Transactions I Received
• Recurring Transactions I Receive
• Offline Donations
• Batch Reporting
• and more!

Transactions I Received

With Transactions, I Received you're able to see all transactions your organization has received.

You can sort transactions by the settlement status. For example, if you wanted to view all failed donations, you can do so do my selecting failed under Settlement and clicking search. It would only show donations that failed.

Recurring Transactions I Receive

In recurring transactions, you're able to view and edit all active recurring donations. For example, if you receive a call from one of your donors who would like to increase/decrease their recurring amount, you can do so by locating their recurring donation and clicking on Edit. 

Offline Donations

With the offline donations, you can update your goals. Keep in mind that donations that are added here are not tracked like normal donations. You are able to track offline donations by using our full donor management and accounting system located in Mission Pillars. 

Batch Reporting

and more!