Transaction Lists are useful for giving you information about your income, but to make use of them you should understand what they're showing you.
In Donorfy, a Transaction is made up of two 'halves' - the Payment (e.g. £100), and it's Allocation (e.g. Donation - £100). See this article for more information.
It's possible to have more than one allocation per payment, a split gift in other words - e.g. £100, for allocations of £70 donation and £30 subscription.
Each element - the payment and allocations - represent a separate row in a Transaction List.
So if you want a List of Payments, make sure the Filter contains this:
- Type equals Payment
And if you want a List of Allocations, the Filter should contain:
- Type equals Allocation
If you don't filter on type you will get 3 rows in your Transaction List, for the split gift example, or 2 rows for the single allocation example.
PLEASE NOTE: Allocation rows do not contain Payment-specific data such as Campaign code. And conversely, Payment rows do not contain Allocation-specific data such as Fund code.
This means when you look at payment part of a transaction in a list you will not see any allocation related information like product - this is because one payment can have multiple allocations.
If you look at the allocation you can get payment information - e.g. payment method - as an allocation can only have one payment
This means it is often best to filter your list to include for allocations rather than payments