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

Viewing Reports

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Last updated 1 year ago

Go to the Reports tab from the main navigation at the top of the page.

The report shows a variety of findings. Filtering by date will refresh the page and refine the complete dashboard.

Date filter for the Reporting dashboard.