ChangeUp
News & UpdatesCompany
  • ChangeUp DMS
    • Platform Overview
      • Setup a ChangeUp DMS account
    • Implementation Overview
    • Widget Setup
      • Create a widget
      • Configure Donate-at-Checkout
      • Install widget
      • Implement the post-checkout webhook
      • Test and Live Environments
      • Deactivating a widget
      • Promoting a widget
      • Checkout Preview
    • Reporting
      • Viewing Reports
      • Download Data
      • Embed Reports
      • Using Report Filters
      • Canceling a Transaction
      • View transactions details
    • Donation Invoicing
  • Account Settings
    • Edit Company
    • Manage Users
      • Invite Users
      • Two-factor Authentication
      • Reset MFA
      • Forgot Password
      • Invite users to my account
      • Resending a user invitation
      • Deleting a user
    • View Activity Logs
    • API Key
    • Billing Information
    • Create API Keys
  • RESOURCES
    • APIs
    • Security Practices
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  1. ChangeUp DMS
  2. Reporting

Using Report Filters

PreviousEmbed ReportsNextCanceling a Transaction

Last updated 1 year ago

1.Go to the main page and select reports.

2.You can select from the custom predefined date ranges or input a custom range.

3.You can also add extra filter by clicking “Add filter” you can filter by:

  • Cause

  • Widget

  • Donor (merchant or customer donation)

4.Once you have selected the filters the dashboard will refresh automatically.