You can view complete detail for every transaction (every donation, gift, registration, and payment) that comes through the Tithely 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! 🎖️
Please Note: The first step of these sections is to login to your Tithely account.
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 Transactions
Video: How to Search Transactions
How To:
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Select Giving on the left-hand menu.
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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.
How to View Transaction Details
Video: Viewing Transaction Details
How To:
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Select Giving on the left-hand menu.
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Select Transactions from the Giving menu.
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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.
How to Filter Transaction Details
Video: Filter Transaction Details
How To:
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Select Giving on the left-hand menu.
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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
Video: Show, Hide, and Re-order Columns
How To:
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Select Giving on the left-hand menu.
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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 update 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:
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.
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.
How to Create a New Saved View
Video: Creating a New Saved View
How To:
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Select Giving on the left-hand menu.
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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 being displayed at the time of creation.
How to Run a Transaction Summary
How To:
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Select Giving on the left-hand menu.
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Select Transactions from the Giving menu.
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Click on the '+Filter' button and select the filters you'd like.
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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
Video: Exporting a CSV of Transactions
How To:
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Select Giving on the left-hand menu.
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Select Transactions from the Giving menu.
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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 that are selected at the time of export.