Transaction List with Spouse

Transaction List with Spouse displays each individual gift and pledge transaction for this entity and the entity's spouse.  They are sorted by date of record with the most recent transaction at the top and the oldest at the bottom of the list.

To display the Transaction List with Spouse for an entity:

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 Spouse' row on the list and the detail displays.

Data Fields:

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