You can view complete detail for every transaction (every donation, gift, registration, and payment) that comes through the Tithe.ly for your organization. Below we'll guide you through how to view transaction details, filter and search transactions, use columns, use and create saved views and export your transaction details. You'll be a pro in no time! 🎖️


Quick Menu:

How to Search Transactions
How to View Transaction Details

How to Filter Transaction Details

How to Show, Hide, and Re-order Columns

How to Create a New Saved View

How to Run a Transaction Summary

How to Export a CSV of Transactions

Please Note: The first step of these sections is to login to your Tithe.ly Admin account.


How to Search Transactions

Video: How to Search Transactions

How To:

  1. Select Giving on the left-hand menu.

  2. Select 'Transactions' from the Giving menu.

  3. In the search bar, type the first name, last name, or email address associated with a transaction.

    Search Bar in Transactions


How to View Transaction Details

Video: Viewing Transaction Details

How To:

  1. Select Giving on the left-hand menu.

  2. Select 'Transactions' from the Giving menu.

  3. 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. If you'd like complete details, simply click on the transaction.

Column Details for Transactions


How to Filter Transaction Details

Video: Filter Transaction Details

How To:

  1. Select Giving on the left-hand menu.

  2. Select 'Transactions' from the Giving menu.

  3. Click on the '+Filter' button.

    Filter Button in Transactions

  4. Click on the checkbox next to the filter(s) you'd like to apply:

    • Funds

    • Location

    • Product

    • Filter by Payment Type

    • Filter by Date

  5. Click 'Apply' to filter transactions.

    For an overview of these filters, click here.


How to Show, Hide, and Re-order Columns

Video: Show, Hide, and Re-order Columns

How To:

  1. Select Giving on the left-hand menu.

  2. Select 'Transactions' from the Giving menu.

  3. Click the 'Columns' button (grid of 9 squares at top right).

    Columns in Transactions

To show a column:

Click the checkbox next to the column name you'd like to show. The page will update live.

Please Note: There are 5 default columns:

  • First Name

  • Last Name

  • Location Name

  • Transaction Date/Time

  • Fees

Selected Columns in Transactions

To hide a column:

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. The page will update live.

Un-Selected Columns in Transactions

To re-order columns:

Hover your mouse over the light gray icon to the right of the column name.

Drag the column name up or down and drop it where you'd like the column to be ordered.

Re-Order Columns in Transactions


How to Create a New Saved View

Video: Creating a New Saved View

How To:

  1. Select Giving on the left-hand menu.

  2. Select 'Transactions' from the Giving menu.

  3. Click the 'Views' button (eye on the top right).

    Views in Transactions

  4. Click the green 'Create' button.

  5. Title the view.

  6. Click the 'Create New View' button to create a new saved view.

    Title View and Create New View in Transactions

    Please Note: The newly saved view will contain the filters and column date being displayed at the time of creation.


How to Run a Transaction Summary

How To:

  1. Select Giving on the left-hand menu.

  2. Select 'Transactions' from the Giving menu.

  3. Click on the '+Filter' button and select the filters you'd like.

  4. Click the 'Summary' button, which will generate once filters have been selected, to run a transaction summary.

    Summary Button in Transactions

  5. Review your Summary.

    Please Note: You can print or download the Summary as a PDF by clicking the 'Print' button.


How to Export a CSV of Transactions

Video: Exporting a CSV of Transactions

How To:

  1. Select Giving on the left-hand menu.

  2. Select 'Transactions' from the Giving menu.

  3. Click the 'Export' button at the top right corner of the page.

    Export Button in Transactions

  4. A file will download to your computer. Depending on your settings, this may go to your Downloads folder, Desktop or other pre-selected location.

    Please Note: The CSV export loads the columns and filters that are selected at the time of export.

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