In This Article:

    Listing recent individual donation records

    In This Article:

      Sometimes it's necessary to drill down and find the details of a single donation record, or just to take a quick look at the latest donations that have come in. To do that, you can use the donation listing and search interface.

      Locating the donations listing

      Click on the Donations package, then click List all donations or List successful, online donations:

      List all donations

      In the List all donations interface, you'll see a list of all of your donations, summarized with the donation KEY, Transaction Date, Amount, Transaction Type, Last Name, Email, PNREF (credit card processing reference number), RESPMSG (response message) and Status fields.

      ListDonation1.png

      To see more details for a single donation, click the Details link to the left of the donation ID field for the donation you wish to examine. You can also use filters to search for donations in the list view: choose a field to search from the Filter By drop down, then enter the value you're looking for, and click the Search button. It's only necessary to enter the beginning of what you're looking for--though Smi will return Smithee and Smithers as well as Smith. You can also search for text inside fields, by using the % wildcard character. %son, for instance, would bring back both Johnson and Robertson.

      Once you've found a donation you'd like to see details for, click the Details link to bring up the Donation Details screen:


      Enlarge


      On this screen, you will be able to view details of donations, issue refunds (if your merchant gateway account supports this feature), and modify certain fields including Designation Code and Tracking Code.

      You will not be able to modify the transaction date for credit card donations: the date will be whenever the donation was submitted for processing.

      Note: if your merchant gateway account does not support online refund processing, you will have to contact your merchant account provider directly in order to request refunds for your supporters.

      List successful, online donations

      The List successful, online donations is similar to the List all donations page: you'll see a list of your donations, summarized via the donation KEY, Transaction Date, Amount, Transaction Type, Last Name, Email, PNREF (credit card processing reference number), RESPMSG (response message) and Status fields. The difference is that the List successful, online donations page will only list successful online donations made through Salsa donation pages. It will not show failed donations (i.e. those rejected by the merchant gateway processor for any reason), test donations, imported donations, or donations manually entered into Salsa.

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