How do I view the Journal Report?

In addition to viewing reports for each service (Donations, Event Registrar, Pledge-a-thon, Shopping, Membership), you can view a Journal Report of all transactions across all GiftTool services.

To view the GiftTool Journal Report:

1. Click Account in the left navigation.
2. Click Journal Report.
3. Select a date range.
4. Select the currency of the transactions to be displayed.
5. Select one or more payment types to be displayed.
   • Paid and Reversed transactions: Transactions that have been paid or reversed using a credit card through the GiftTool system.  Does not include cancelled transactions were the refund was not handled by GiftTool and instead you logged into your gateway to process the refund.
   • Ordered, Cancelled, and Imported transactions:  Transactions that have been ordered online (paid by cheque, pay at the door, or no charge was involved), cancelled (were the refund was issued offline) or imported (for the membership service).
6. Click View Report to display your spreadsheet data on screen. You can print or save using your browser commands.

Notes:

• All dates displayed in GiftTool reports are based on Pacific time.
• Learn more about reconciling the money deposited in your bank account.