The transaction summary report provides you with an overview of the gifts / transaction history in your database. This feature is accessible on both the browser and mobile application.
- This report gives you a historical overview of the total transactions
- Click Report Interval and you will be able to choose to aggregate the transaction on a Monthly, Quarterly or Yearly basis.
- Under Interval Count you can choose how many periods you would like to report on.
- For example. If you would like to see the total amount of monthly transaction that have occurred for the past 6 month, select Report Interval and select Month and then select Interval Count and choose 6.
- Under the More options you can:
- Tick the “Include negative amounts” if you want the report to include negative transaction in the report summary.
- Filter the report by a selected Fund
- Toggle between List and Chart view
- NOTE: We automatically convert all foreign currency transactions into your base currency. You base currency can be set in your database settings.