Filters: The available filters are Funds, Locations, Payment Type, and Filter By Date
Screen Shot 2020-10-12 at 4.54.09 PM.png
30.3 KB
View full-sizeDownload Transaction Summary:The transaction summary will show information based on the filters that have been selected. Here you see the Location: Basic Church and Fund: General Offering based on the filters that were set above.
Screen Shot 2020-10-12 at 4.55.21 PM copy.png
57 KB
View full-sizeDownload Fund:By not selecting the 'Funds' filter, you are able to view a breakdown of all funds
Screen Shot 2020-10-13 at 12.05.13 PM.png
44.2 KB
View full-sizeDownload Location:By not selecting the 'Location' filter, you are able to view multiples locations individually with an individual total, as well as their total amounts and number of transactions.
Screen Shot 2020-10-14 at 9.55.57 AM copy.png
43.8 KB
View full-sizeDownload Payment type:You have the option of filtering transactions made by Bank, Card, Cash, or Check. Filter by Date: Created vs. Deposited: 'Created' refers to when a transaction is first made, while 'Deposited' refers to when a transaction is deposited to your bank.
Tip: Use the Views feature, in the upper right-hand corner of the page, to create a new view. This allows you to save a specific set of filters instead of constantly adding them manually, making it easier to access a summary of regularly used filters.
