The transaction report is the key report that shows all transaction activity in the Reason Funding platform. To locate the transaction report go to Fundraising>Reports>Transactions.
The transaction report displays the following information:
Transaction Date
Donor Name
Organization Name
Payment ID
Status (Paid, Refunded, Voided)
Payment Type (Credit Card, Check, Echeck, or Cash)
Transaction ID
Frequency
Note / Memo
Fund
Amount
The transaction report enables you to search using a lot of different parameters.
You can execute a basic Date Range search by predetermined time period and use a custom date range. After selected your date range click the "Search" button.
If you need to do a more advanced search you can click the Advance Search button where you have the ability to search for a specific transactions by the following search parameters:
First Name
Last Name
Transaction ID
Payment Amount (you can use a range)
Frequency
Payment Type
Status
Organization/ Business Name
