Tithe.ly provides full transparency into every transaction that comes through the system. You can check and see the full detail for every donation, gift, registration, payment (etc) that is made through Tithe.ly. Attached are videos following each specific feature of the transaction details page. See below for written instructions.
How to Filter Transaction Details
Show, Hide, and Re-order Columns
Exporting a CSV of Transactions
Viewing Transaction Details:
- Choose 'Transactions' from the Giving menu on the left
- Find the transaction you'd like to view
- The details are shown as a single line item and are based on the columns you've chosen
How to Filter Transaction Details:
- Choose 'Transactions' from the Giving menu on the left
- Click on the 'Filters' button
- Click on the checkbox next to the filter(s) you'd like to apply: Funds, Location, Filter by Payment Type, and/or Filter by Date
- Click 'Apply Filters' to filter transactions
Show, Hide, and Re-order Columns:
- Choose 'Transactions' from the Giving menu on the left
- Click the 'Columns' button
To show a column:
3. Click the checkbox next to the column name you'd like to show
Note: There are 5 default columns: First Name, Last Name, Location Name, Transaction Date/Time, and Fees
To hide a column:
4. For a column that has already been selected, click the checkbox next to it, so that the box is no longer checked, to hide the column
To re-order columns:
5. Hover your mouse over the light gray icon to the right of the column name
6. Drag the column name up or down and drop it, wherever you'd like it to appear, to re-order the column
Creating a New Saved View:
- Choose 'Transactions' from the Giving menu on the left
- Click the 'Views' button
- Click the green 'Create' button
- Title the view
- Click 'Create New View' to create a new saved view
Note: The new saved view will contain the filters and column date currently being displayed
How to Search Transactions:
- Choose 'Transactions' from the Giving menu on the left
- Type the first name, last name, or email address, associated with a transaction, into the search bar to search transactions
Exporting a CSV of Transactions:
- Choose 'Transactions' from the Giving menu on the left
- Click the green 'Export' button in the top right corner of the page
- Click the excel document tab titled 'giving-statements,' that loads in the bottom left corner of the page, to export a CSV of transactions
Note: The CSV export loads the columns and filters that are currently selected
Running a Transaction Summary
1. Choose 'Transactions' from the Giving menu on the left
2. Click the 'Filter' button to select filters
3. Click the 'Summary' button, which will generate once filters have been selected, to run a transaction summary
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