Viewing transaction details in Tithely, including donations and gifts, is streamlined for efficiency. This guide helps you navigate the process of viewing transactions, applying filters and searches, customizing columns, and exporting data. If you're having trouble locating specific transactions, we'll show you how to find them effortlessly. Master these features to manage your organization's financial activities effectively and ensure you're utilizing Tithely's tools to their fullest potential.
Note: The reporting of transactions is determined by the time zone of the computer being used to access the data.
User Permissions needed to access Giving
Account Owner, Admin, or Limited Access with access granted to the Giving Product. If you have additional questions please reference this article.
How to Search & View Transactions
- Log into your Tithely account and select Giving.
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Select Transactions from the Giving menu.
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In the search bar, type the first name, last name, or email address associated with a transaction.
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. To view complete details, simply click on the transaction.
How to Filter Transaction Details
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Log into your Tithely account and select Giving.
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Select Transactions from the Giving menu.
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Click on the +Filter button.
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Click on the checkbox next to the filter(s) you'd like to apply:
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Funds
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Location
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Product
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Filter by Payment Type
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Filter by Date
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Click Apply to filter transactions.
How to Show, Hide, and Re-order Columns
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Log into your Tithely account and select Giving.
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Select Transactions from the Giving menu.
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Click the Columns button (grid of 9 squares at top right).
To show a column:
Click the checkbox next to the column name you'd like to show. The page will be updated live.
Please Note: There are 5 default columns:
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First Name
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Last Name
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Location Name
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Transaction Date/Time
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Fees
To hide a column:
If a column 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 be updated live.
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 want the column to be ordered.
How to Create a New Saved View
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Log into your Tithely account and select Giving.
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Select Transactions from the Giving menu.
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Click the Views button (eye on the top right).
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Click the green Create button.
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Title the view.
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Click the Create New View button to create a new saved view.
Please Note: The newly saved view will contain the filters and column date displayed at creation time.
How to Run a Transaction Summary
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Log into your Tithely account and select Giving.
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Select Transactions from the Giving menu.
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Click on the '+Filter' button and select your desired filters.
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Click the Summary button, which will generate once filters have been selected, to run a transaction summary.
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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
- Log into your Tithely account and select Giving.
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Select Transactions from the Giving menu.
- Using the + Filter button, select your date range of transactions.
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Click the Export button at the top right corner of the page.
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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 selected at the time of export.