How to filter out Transaction Types for data exports

There may be times when you need to filter certain Transaction Types out of a Data Export (ex. Parishes may filter out Text Giving, or ACH donations so that they can post them manually and separately at a later date depending on need).

To filter out certain transaction types, do the following:

1. Go to the Data Export page by clicking the gear action button in the upper right corner; then click the Data Export card.
2. Click the Transaction Type drop-down menu
   • Select everything except for the transaction type you do not want.  In this example
     "Formbuilder Credit/Debit" and "Formbuilder ACH" (see image below) are being used.
   • When you next create an export, it will not have the undesired transaction types in the export.
     ​​

April 17, 2023 18:12