Go to Reports > Campaigns to view activity campaign-wise. You can also view completed vs pending transactions.
Go to Reports > All Donations to get complete detailed information.
Set the date, set filters, and Columns. See donor data, fees, and more.
Transfer reports show money as it gets transferred to your bank account. Transactions get batched on a daily basis and are sent.
Click on each line item to see the transactions that make the batch. In-Transit or Paid show the status.
Credit card transactions take 2-5 business days
ACH (bank account) transfers take 5-7 business days
Navigate to Reports > Transfers
We've created a video to help you navigate through our handy reporting section that will show you how to:
See how much money you've raised
How many guests attended
Follow up on pending pledges and send reminders
Log cash/check donations
Edit (add/delete) attendee carts
See the breakdown of fees paid (PayBee + CC fees)
See money being transferred into your account