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Finding previous Credited Donations Click and Pledge

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  • Finding previous Credited Donations Click and Pledge

    I would like to be able to pull a report for credited gifts. I haven't been able to successfully do this, where could I find instructions? thank you.

  • #2
    Good day!

    I moved your post to this forum since the "New Ideas" where it was originally posted was not appropriate for this post.

    You may download the report from the Portal and check the column for the Status. The status column shows if the transaction is settled, credited, voided, etc.

    The system does not have a native filter for credit but this may easily be done in Excel.

    Please let us know if we can be of any further assistance.
    Regards,
    Click & Pledge Support Department

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