How can we view offline donations?

You can generate a report of offline donations by following the steps below:

  • Go to Reports > Transaction & Activity Reporting 
  • Choose Report Type = All Transaction Records 
  • Set the Date filter to your desired range 
  • Click Add Filter
    • Filter: Transaction Source 
    • Parameter: Is 
    • Value: Manual Payment-Offline 
      • Optional: To include manual payments added through the mobile app, click "Add Another Value" and  choose the value "Manual Payment-Offline (app)"
  • Hit Generate Report to view offline donations.