Viewing Transactions in Online Donations

You can create saved searches to view transactions in the Online Donations SuiteApp.

You should create separate saved searches for viewing transactions created using the SuiteApp and for transactions not created using the SuiteApp.

Viewing Transactions Created Using the Online Donations SuiteApp

The following procedure explains how to create a saved search to view transactions that were made using the Online Donations SuiteApp.

Go to Lists > Search > Saved Searches > New.
On the New Saved Search page, click Transaction.
In the Search Title field, enter the saved search name.
Under the Criteria subtab, from the Filter list, select Donation Setup ID (Custom Body).

The Saved Transaction Search popup window opens.
1. From the Donation Setup ID dropdown, select none of.
2. From the list box, click None.
3. Click Set.
From the Filter list, select Main Line.

The Saved Transaction Search popup window opens.
1. From the Main Line selection, choose Yes.
2. Click Set.
Click Save.

The following procedure explains how to create a saved search to view transactions that were not made using the Online Donations SuiteApp.

Go to Lists > Search > Saved Searches > New.
On the New Saved Search page, click Transaction.
In the Search Title field, enter the saved search name.
Under the Criteria subtab, from the Filter list, select Donation Setup ID (Custom Body).

The Saved Transaction Search popup window opens.
1. From the Donation Setup ID dropdown, select any of.
2. From the list box, click None.
3. Click Set.
From the Filter list, select Main Line.

The Saved Transaction Search popup window opens.
1. From the Main Line selection, choose Yes.
2. Click Set.
Click Save.

For more information about adding a search filter, see Advanced Search Criteria Filters.