Payment Methods and Contributor Counts
Posted: Tue Oct 08, 2024 6:21 pm
Hi there,
This question is two fold... we would like to have a report that would give us both the amounts by payment type but also the unique number of contributors by payment type. Is this information already available in a standard report and, if not, how would I go about creating a custom report that would give me this information.
The second part of the question is can we add new payment methods to the drop down list that is available when posting contributions. We currently put both PAD and E-transfer contributions under "Online" but we would like to break them into two separate categories. Can new payment method categories be added somewhere?
Thank you, in advance, for any assistance you can offer.
This question is two fold... we would like to have a report that would give us both the amounts by payment type but also the unique number of contributors by payment type. Is this information already available in a standard report and, if not, how would I go about creating a custom report that would give me this information.
The second part of the question is can we add new payment methods to the drop down list that is available when posting contributions. We currently put both PAD and E-transfer contributions under "Online" but we would like to break them into two separate categories. Can new payment method categories be added somewhere?
Thank you, in advance, for any assistance you can offer.