Run Quick Report

Last Updated: Oct 24, 2016 03:37PM EDT
Within your Click & Pledge account, you have access to all your transaction information. One popular easy-to-read consolidated report available is the 'Quick Report.' The Quick Report includes the following fields:
Date/Time of transaction, First Name, Last Name, Address, City, State, Zip, Phone, Email, Total, Referring URL, Custom Questions and Answers

Video: How to run a Quick Report
 

Step by step instructions to download Quick Report:
 
  1. Login to your Account at https://portal.clickandpledge.com/ (For detailed login instructions click here)
  2. Click on Account Info (top right corner)
  3. Click on Reports (grey sub-directory)
  4. Search and Download (tab)
  5. Keep radio button on 'Show System Reports'
  6. Select Quick Report (in drop box). See image below.
  7. Click 'Search Transactions.'
  8. Scroll down to the bottom of the page to view total
  9. Click 'Export' to download report.

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