A Financials Transactions Report will provide financial data like credits, debits, transaction codes, failed payments, etc.

*Please note that a Financial Transactions Report is different from a Form Answers Report, as it does not contain any information that the donor provided on a donation form other than the financial information.

In order to create a Financial Transactions Report, please follow the below steps:

1. On the campaign overview page, click on "New Report" in the bottom left-hand corner.

2. Select "Financial Transactions" as the type of report to build.

3. There are many templates for you to choose from. The most common template is the Default template, which has some pre-selected columns added to the report automatically. You can also create a Custom report, which will provide a completely blank template for you to add to columns to. 

4. After selecting your template, you will be asked to create a report for a specific campaign. Select the:

*Note: If you need the report for all campaigns, you can edit the report after it is created to include all campaigns. Creating the report based on one campaign allows our platform to create the report definition quicker, which is why we limit the campaign selection during the initial report creation stage.

5. The basic report will then be created, and if you selected the Default Template, your page will look like this:

6. Section 1 is where you will add additional campaigns and forms to the report that you would like data from, by selecting "Add Forms" on the top right corner.

Here you have the option to add "all campaigns."

7. Section 2 is where you will add any additional columns to the report.

For Financial Transactions, the categories you can choose from are Money, Date & Time, Response Details, Form Details, and Advanced Data Fields. Each category will have its own columns you can add to the report.

Note: Money is typically the most important category for a Financial Transactions Report. It contains the necessary data columns to help your team reconcile financial information.

8. Section 3 is where you will filter your report. Any column that you can add to a report is one that you can filter by as well, so make sure you're selecting the right category and column for your filters.

9. Section 4 is where you will summarize any data you would like. We recommend moving the column you want to summarize to the first column position within your report.

For columns with a dollar value or number associated with them, you can also display subtotals:

10. Section 5 is where you can create a delivery schedule for the report, if you would like it sent to a specific email daily, weekly, or monthly.

Click on the "Add" button to the right of "Deliver to," add the email address, and then click "Save."

11. After editing the report to exactly as you'd like, you can save the report by clicking "Save Report As." This will prompt you to name the report, and then Save.

You can also just download the report by clicking "Download Report."

*Note: If you have a delivery schedule set up for the report to be sent to a specific email, you must save the report in order for it to be sent out. 

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If you have any questions regarding Financial Transactions Reports, please email enterprise-support@givegab.com.