Accessing a Detailed Spreadsheet of Payments

To download a details of donations making up a payment you have received:
 

Login and go to Transactions > Payment History and filter by year. Then choose "PDF" for a copy of the Payment Advice or "Excel" to download a breakdown of the payment by pages and donations:

When you are looking at the Excel spreasheet, check the "Donation Details" tab on the bottom to see each donation or "Summary" for a breakdown of the payment.

To track Regular Donors, see the "Frequency" column. 

 

 

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