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.

To Save a Transaction Report:

 1. First add your desired filters.

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

(Make sure you give your list a name that is clear to other members of your team!)

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

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Saved Lists are dynamic!

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

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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