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How to Utilize Search Transactions

Search Transactions is a great feature to use to see what is happening with your donations in real time. It's a great tool to use if you have a question about a specific donation. 

  1. From the Welcome to CDM+ window, click on Search Transactions

  2. Enter in the date range that you need and click on Search


    If you widen out the next window, you will be able to see more of your transactions in list form which allows you to see more details at once. 

  3. In the next window, you can scroll through the list of your transactions or use the Search field to look for a specific donor, donation amount, status, etc, to filter the list of transactions. 

  4. If you need to see more details about the transaction click on Details to see more information about the donor including their contact information and payment method that was used. 

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