Below is the breakdown of a Transaction Summary:

Filters: The available filters are Funds, Locations, Payment Type, and Filter By Date

Transaction Summary: The transaction summary will show information based on the filters that have been selected. Here you see the Location: Basic Church and Fund: General Offering based on the filters that were set above.

Fund: By not selecting the 'Funds' filter, you are able to view a breakdown of all funds

Location: By not selecting the 'Location' filter, you are able to view multiples locations individually with an individual total, as well as their total amounts and number of transactions.

Total:

Payment type: You have the option of filtering transactions made by Bank, Card, Cash, or Check.

Filter by Date:
Created vs. Deposited:
'Created' refers to when a transaction is first made, while 'Deposited' refers to when a transaction is deposited to your bank.

Tip: Use the Views feature, in the upper right-hand corner of the page, to create a new view. This allows you to save a specific set of filters instead of constantly adding them manually, making it easier to access a summary of regularly used filters.



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