How to download transaction history using the Transaction Portal

Background

Constituents have the option to download their transactions made to the organization as a comma-separated value (CSV) file.

Download Transaction History

To download transaction history using the Transaction Portal, follow these steps.

1. Log in to your Transaction Portal account.
2. Once logged into the Transaction Portal, scroll to the bottom of the page until you see the Download Transactions button.
   
   
3. Click Download Transactions.
4. Select the date range you would like to download transactions for.
   
   
5. Click the Download button. 
6. Clicking the Download button generates a CSV file containing the following data for transactions within the given date range. 
   • Action ID
   • Donation ID
   • Transaction Date 
   • Transaction Type
   • Amount
   • Fair Market Value
   • Tax-Deductible Amount