Transactions Page – Aware3

The Transactions page provides a detailed breakdown of all donations. To open this page, go to Giving > Transactions.

You can search and filter transaction data several ways, including by a specific person as well as by those who are related to that person. You can download either the entire transactions list, or only the results you are viewing.

Filter Transactions

Use the Filter by dropdown menu and search bar on the Transactions Page to search your database for a certain profile. You can use the search bar to search for a profile by name, by letter, or by whatever you need to narrow down the results. You can use the Filter by menu button to apply one or more filters to narrow your search.

In some cases, you can refine the filter. For example, if you want to view transactions before a certain date, then you would apply the following filters:

Filter by > Date > Before, or After, or On > Choose date

You can filter by date, by transaction amount, and even by a particular fund or appeal, to find the transaction information you are seeking. The Fund filter and the Appeal filter offer the names of all Funds and Appeals, even those that have expired or are deleted.

If you would like to add Appeals to your account, send us a note at communitysupport@factsmgt.com.

As you select each filter, the transaction count above the table changes to reflect the total number of transactions that match the filters.

View Related Transactions

From the Profile page, if you click the View Giving button, the Profile Name button and the Show related transactions toggle appear below the filter menu. For more information about viewing the transactions that belong to a single profile, read here.

If you turn the Show related transactions toggle on, the transactions of any related profiles appear in the list, and the count shows the new number. The Transaction table shows the Relation column, which indicates the type of relationship that exists between the main profile and the related profiles.

You can click any related name button in the Profile column to change the display of the Transactions table to be from that profile's perspective, along with their own related profile's transactions. For example, if you click Mark Brooks' name button as shown above, the filter now indicates that Mark Brooks is the main profile, and Taylor Brooks is a related profile, as shown below. You can turn off the toggle now to show only Mark's transactions and not those of his relatives.

On all views of the Transaction table, the Profile column displays the full name of specific people. If you sort by this column, it sorts alphabetically by the person's last name.

View a Profile's Transactions

From a Profile page, click the View Giving button to quickly and easily view the person’s Giving History:

You can also navigate from the Transactions table back to the donor's Profile page. Hover over the profile name in the upper corner. The word View appears in the button. Click the button to return to the donor's Profile page.

Remove Filters

Any filters you choose appear as light purple buttons, as shown below. To remove any individual filter, click the x on the right edge of the filter name. To remove all filters, click the Clear Filters button.

Transactions Export Options

To download the list of transactions currently shown on the page you are viewing, click the Download This List button. This type of report is the most popular. The download may take a few minutes, The results file appears in the Downloads folder of your computer.

The default number of records shown per page is 50. You can change this to show more records on a single page, which lets you include more transactions on your exported list. Open the Show dropdown and select a number.

To download all of the transactions in the system, click the Download All button. Downloading all transactions from the system is less popular than downloading a specific, filtered list of transactions, as shown above. The download may take several minutes. The portal sends the results to you in an email message.

When you download a report from the Transactions table, you can choose one of three output types: as an Excel worksheet in FACTS format, as a csv file in PowerChurch format, or as an Excel worksheet in ParishSOFT format.

The transactions export will download directly if there are less than 150 transactions on the list, or will be emailed to the logged in admin if there are more than 150 transactions.

Transaction Notification

As an administrator, you can set up transaction notifications for yourself and for other administrators.

Under the Giving > Receipts menu, in the Transaction Notification section, you can set yourself and other admins to receive email notifications when transactions are made. The email notification looks like this example:

Transaction List Definitions

These are the columns that appear in the Transactions export files. Some of them also appear on the Transactions page, but in a different order.

Exported Column Name	Screen Column Name	Description
ID	n/a	The FACTS donation identifier; the unique record of the gift inside FACTS.
Created	Initiated Date	The transaction execution date and time.
Source	Source	The origin of the donation; one of App (from the app) Web (from the web giving link) Text (from text-to-give) Portal (manual entry of cash or check) Form (payment through a FACTS form)
Pledge Series or Pledge	Pledge	Indicates whether the gift came from a pledge.
Description	Description	An optional user-written description of the transaction.
Approved	n/a	Indicates whether this transaction was approved initially.
Appeal	Appeal	The name of the appeal, if the gift was part of an appeal.
Campus	n/a	The name of FACTS campus; or the identifier number of the CCB or other campus.
Fund	Fund	The fund name if a FACTS fund; or the identifier number of the CCB or PCO fund.
User ID	n/a	The person's system ID; whether in FACTS or in another system, such as CCB or PCO.
Gift ID	n/a	CCB gift identifier; blank if not running CCB.
Organization	n/a
Person Custom ID	n/a	An optional custom identifier field from People > Profiles.
First Name, Last Name, Email, Street, City, State, Postal Code, and Country	Profile	Profile information that the donor entered before or during the donation flow.
Amount	Amount	The gift amount; includes transaction fees if the donor has covered them.
Category	Category	Indicates whether the transaction is Cash or Non-Cash.
Transaction ID	Transaction ID	The internal processing identifier.
Transaction Type	Type	Indicates whether the transaction came from a credit card or from ACH.
Batch ID	Batch ID	The FACTS-assigned batch identifier.
Settlement Date	Settlement	The date that funds are submitted for deposit to the bank.
Frequency	Frequency	How often a donation is set to occur Once Daily Weekly Bi-weekly Monthly Quarterly Yearly
Fees Covered	Fees	Indicates whether the donor covered the transaction fees.
Note	Notes	An optional note that the donor can include when giving.

If you have any questions or need help, send us a note at communitysupport@factsmgt.com!