Reports Section
Your Reports section is where you can dig deeper into the activity and performance of your account. Whether you want to see what’s currently being processed, track recurring payments, or create giving statements—this is the place to do it.
You’ll find two main categories of reports:
Processing Reports
These reports help you manage the flow of your transactions:
Pending Transactions
Online Transactions
Manual Transactions
Monthly Statements
Recurring Payments
Deposits
Chargebacks
Non-Profit Reports
These reports are helpful if you’re managing donations or gifts:
Slipping Donors
Giving Statement
Designations Summary
New Donors
Top Donors by Band
Donations by Month
Campaigns
Navigating Reports
You can access many of the most common reports directly from the sidebar under Reports or click All... to open the full list of available reports. From there, just click the report you’d like to view or download.