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