Gifts Grid
Activities and information available on the Gifts grid including reporting
What is the Gifts grid?The Gifts grid will show all transactions that have been recorded in the software. The grid can be found in the Fundraising Module by clicking on Gifts. Customizing Your View with Queries, Filters & Sorts In the left side of the grid will be your list of Views and Quick Queries…5 min readFundraising ReportsFundraising reports can be created by making views using the Query, Filter, and Sort features on the Gifts, Pledges, and Constituents grids. You can learn more about views in this article: "How to create a new view directly on a grid" When creating reports, start with the end in…11 min readHow do I see the gifts for a specific constituent?You can find gifts for a specific constituent on the Gifts grid in the Fundraising Module or in their constituent record under their Gifts tab. From the Gifts Grid you can search by Last Name and add additional column filters, like First Name, to narrow down the list. From the C…1 min readWhere can I see processing fees?To see a weekly report, below your organization name, select Billing, then select the Statements Tab. Reports are provided on a weekly basis and are uploaded each Monday morning. On the Statements tab, click on the PDF/Excel link under the View/Print column to open the report. O…2 min readWhy is the Gifts grid not displaying or sorting properly?First, be sure you have selected the correct view. On the left under My Views, you can see what view you are currently seeing on the grid. If it is highlighted white, it means the view is displaying what was most recently saved and no new queries, filters, or sorts have been app…2 min readCan the data in the Gifts grid be exported?Yes, you can export your current view to an Excel file by selecting Actions and then selecting Export to Excel File. The excel spreadsheet should download to your computer automatically. If it does not, please be sure to have your pop up blocker disabled.1 min read