The Transaction Summary report allows you to summarize transaction activity in your database and organize that information into meaningful groups. Rather than reviewing individual transactions one at a time, you can use this report to identify trends, compare transaction totals, and analyze fundraising activity across different categories.
For example, you may want to compare transactions by payment method, review activity by geographic location, or separate specific transaction types such as Splits, Memos, and Reversals.
Display Options
The Display section determines how transactions are grouped within the report.
Group By
Use the Group By field to summarize transactions by a selected category. Available options include:
- Is Split
- Is Memo
- Is Reversal
- Transaction Tag
- Transaction Method
- City
- County
- State
Depending on the option selected, the report will organize transactions into separate summary groups and display totals for each group.
Transaction Method
The Transaction Method grouping option allows you to summarize transactions based on how the funds were received.
This option is useful when reviewing fundraising activity across different payment methods. For example, you can compare the amount received through checks versus online contributions without needing to review individual transaction records.
When Transaction Method is selected in the Group By field, the report creates separate summary groups for each transaction method and displays totals for each group.
Additional Grouping Options
The report can also be used to separate transactions based on whether they are Splits, Memos, or Reversals. Geographic grouping options, such as City, County, and State, can be used to analyze transaction activity by location.
Generating the Report
Navigate to Reports > Financial Reports > Transaction Summary.
Select the desired search criteria.
Choose a Group By option, if applicable.
Click generate
The report will display a summary of transactions that match the selected criteria.
Scheduled Reports and Exports
The Transaction Summary report can be used as a Scheduled Report and can also be exported after it has been generated. This allows you to regularly review transaction activity and share report results as needed.
