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Save a Transaction List

How to save a dynamic transaction report. Saved transaction list. Saved Transaction List.

Blake Goldstein avatar
Written by Blake Goldstein
Updated over a week ago

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You can save a dynamic list of transaction for easy reporting and progress tracking. Once you create your segment with your desired filters, you can save the list - Now you, or anyone on your team, will be able to access that list.

Save a Transaction List

2. From the transaction report, give your list a name. Then, click the Actions menu and select Save Dynamic List.

3. Access your new list by clicking Lists in the top navigation bar.

Saved Lists are dynamic!

That means your list is based on the filters you set, and the number of Transactions in a list can change with donation activity. This is incredibly helpful for reporting and goal tracking.Β 

Want to be notified when a Transaction enters a list? You can use Transaction list filters with Automated Tasks. It's Transaction management, turned up to eleven.

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