How to track Non-profit campaign button info in transaction report

SGLT
New Community Member

We have created a donation button for each of our fundraising campaigns.  How can we track in the tranaction reports from which button the donation was made?  What field do we choose for this info to appear in the transaction report?

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1 REPLY 1

Snow-Cat
Advisor
Advisor

What is the difference between each campaign button - did you use a different email address or item name or some other variable ???

 

Bottom line, you may need to export or download your account transaction history, then use an app like Excel to sort and create report info.

 

Here's how to do that:

* Login to your account.
* Click "Activity"
* Under "Simple" "Detailed"
* Click on "Statements"
* Click on "Activity export"
* Select "Custom Date Range"
* Select your "From" and "To" Dates
* Under File Types for Download - Select "Comma Delimited - All Activity"
* Click "Download History"


What this process does is export your history to a CSV file, you can then use Excel to sort, view, create and print your own reports.

 

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