Transactions

The Transactions tab offers a clear and comprehensive view of every donation processed through your Anedot account. From one-time gifts to recurring commitments, this tab provides the data and tools needed to review donation activity, export detailed reports, and manage donor transactions.

Table of Contents:

• What You'll Find in the Transactions Tab
• Donor Management Use Cases
• Account Balance
• Customize Columns
• Filter Transactions
• Export Transaction Data

What You'll Find in the Transactions Tab

Each row in the Transactions table displays detailed information about individual donation activity, including:

• Donor Name and Contact Info

• Date and Timestamp

• Donation Page used for processing

• Transaction Status

• Amount, Fees, Vendor Fees, and Net Amount

• Recurring Designation (Calendar & Dollar Sign icon)

• Donor Covers Fees indicator (Person icon)

• Business/Organization Contributions (Building icon)

At the bottom of the page, a summary row provides a running total of Gross Amount, Fees, Vendor Fees, and Net Revenue.

Donor Management Use Cases

• Review Individual Donation Activity: Quickly search for and view detailed information about a specific donation—whether you're answering a donor inquiry, checking the donation source, or verifying payment method and fees.

  Example: A donor calls to confirm their donation was processed. Use the Filter tool to find the donation by name or email and view the transaction’s status, amount, and payment method.

• Generate Reports for Finance or Development Teams: Export detailed transaction records in CSV format for reconciliation, financial tracking, or uploading into third-party tools like Excel, QuickBooks, or donor CRMs.

  Example: Your finance team requests a report of all donations from Q1, including donor details and net revenue. Filter by date range, then export a CSV to share with the team.

• Identify Donors Who Covered Fees: Monitor how often donors opt to cover processing fees using the Donor Covers Fees icon in the Fees column.

  Example: You want to assess the effectiveness of your "Cover the Fees" prompt. Export the data and analyze how many donors selected this option.

• Filter by Page Performance: Use filters to quickly isolate transactions by donation page or tag—allowing you to evaluate the effectiveness of a specific fundraising appeal, campaign, or event.

  Example: You recently launched a “Back-to-School Fundraiser” using a dedicated donation page. Use the Pages and Tags filters to view only the transactions associated with that campaign, helping you analyze total revenue, donor count, and average gift size.

• Respond to Refund or Dispute Inquiries: Quickly access transaction records to verify refund history or assist with a chargeback investigation.

  Example: A donor disputes a charge. Use the Transactions tab to confirm whether a refund was already issued and export documentation if needed.

Account Balance

Located above the Transactions table, your Account Balance reflects the Net Amount available for your next scheduled payout. Once a payout is processed, this balance resets to $0.00.

Customize Columns

Click Edit Columns to rearrange or hide columns from your view in the Transactions table.

Filter Transactions

The Filter menu lets you search for transactions by multiple parameters.

Available Filter Options:

• Pages: Include, Exclude, or All

• Date

• Amount

• Status: Pending, Processing, Declined, Settling (disabled by default)

• Tags: Match Any or Match All logic for tagged forms

• Transfer ID: Match donations to a specific payout batch

• Donor Info: First/Last Name, Email, Phone

• Payment Info: Card last 4 digits

• Recurring Donations: Toggle to show recurring commitments only

• Transaction Source: Cash, Check, Bank Account, Credit Card, PayPal, Bitcoin

• Analytics Data: Source Code, UTM parameters

How to Apply Filters:

1. Click Filter

2. Enter your search criteria

3. Click Apply Filters

4. Click X to close the drawer

5. Click Clear Filters to reset