Select Transactions to Display Window

Work With Relationships window: Enter ID Number and press Enter | right-click on ID Number | Donor Inquiry | Details tab | Filter Transactions

Normally the Details tab will display ALL transactions for a donor's giving. If you want to filter out certain transactions from that tab, choose Filter Transactions from the right-click or Options menu. Indicate some or all of the criteria on this window to filter transactions, and then click OK.

Columns

How To

These windows are built on Summary tables. If Update Summaries During Gift Entry is not selected on the Master Config tab on the Development Configuration window, then you must run the recalc to receive correct information.

1. Open the Work With Relationship window.

2. Select the ID Number, and choose Donor Inquiry from the right-click or Options menu.

3. The Donor Giving Summary Information window opens with the Details tab active.

4. To filter the transactions that appear on the Details tab, choose Filter Transactions from the right-click or Options menu.

5. The Select Transactions to Display Window opens.

6. Type in the information by which you want to filter the details and click OK.

7. To view details of a particular transaction, double-click on the transaction or choose View Tran Details from the right-click or Options menu.

8. The Transaction Details window opens.

9. Click on the tab summarizing the type of giving information you want to see.

10. You may not change any information in the rows in any of the tabs. These rows are not editable.

11. To view additional summary information on the Giving Summary Detail window about a row on one of these tabs, select the row and choose Summary Details from the right-click or Options menu.

Category	To
	Indicate a range of gift categories by typing in or selecting a value in both the Category and To columns.
Date	To
	Type the dates specifying a range with the oldest date in the left column (from) and the most recent date in the right column (to). Any transactions between the two dates (and including them) are displayed.
Relation	To
	Indicate the constituency codes you wish to display.
Soft Credit
	Select the radio button specifying which type of transactions you wish to display: · Yes to show only soft credit transactions · No to display only hard credit transactions · Both to display both soft and hard credit
Transaction Types
	Indicate whether you will limit transactions shown by Gift Class as follows: · All includes pledges, planned or deferred gifts, matching gifts, and payments. · Payments Only includes only cash, non-cash, deferred payments, pledge payments, and matching payments.