Transaction List with Corp. Totals

Transaction List with Corp. Totals displays individual gift and pledge transaction for this parent organization and all of its subsidiaries.

To display the Transaction List with Corp. Totals for an organization:

1. Perform a Lookup, using either the Entity's name or Entity ID to display the Entity Profile.

2. Expand 'Giving' on the Entity Profile Page Tree.

3. Click 'Views' and the Views Form displays.

4. In the Views Form, click the 'Transaction List with Corp Totals' row on the list and the detail displays.

Data Fields:

These fields are described in the 'Transaction List' topic.