How do I create a report on transactions made through Bonterra Payments?

How to Run a Report on Transactions via Bonterra Payments from a Filter

Once you've created a filter with the transactions you'd like to report on, you'll want to click on the green "Search" button to run the filter. You should then see the results of this filter displayed on the page.

(Not seeing any results? Make sure you've followed the steps above to create the filter in the Giving tab - or check out our related article on filtering and reporting here.)

As a note, this list of totals does not include transaction fees. If you are trying to reconcile an amount transferred to your bank, you can include those fees in the following steps.

First, you'll want to select all of the records produced by that filter, by clicking on the small checkbox next to the word "Contact" (right above the first results).

Next, you'll want to select the option for "Bulk Actions", which can be found towards the top of the page. From the drop-down menu, please select the "Export" option.

At this point, a pop-up should appear on your screen - this pop-up allows you to select which specific fields you'd like included once you download your report.

You are welcome to include any fields you'd like, but in order to ensure that you are including all necessary fees, we strongly recommend including the "Total Amount Received" option.

We also recommend selecting the option to "Save these settings for future exports," which can be found at the bottom of that pop-up message. This will ensure that next time you pull a report, it will include that field and all related details.

We're in the home stretch! You'll now want to select "Export" from that pop-up message to begin generating that report.

You'll be brought to a page titled "Exports" while the report processes - you're welcome to refresh the page for updates if you'd like, or you can wait for an automated email that will let you know once the report is ready.

Once you've downloaded that report, it can be opened in any spreadsheet program, such as Excel. You can also adjust those filters you've created as needed, to further filter by date - or to determine exactly what's been included in a specific disbursement!