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Run Reports & Manage Giving Records

How to filter your data, run reports & reconcile your bank statements

  • Understanding & Downloading Reports In Nucleus Giving
  • Manually Add An Offline / Physical Gift
  • Manage Scheduled & Recurring Gifts
  • Manage & Update Transaction Records
  • Reconcile Your Bank Statement: An Introduction
  • Change The Designated Fund For A Gift
  • How To Download Transaction Reports
  • Adjusting Your Timezone
  • How to Reconcile Your Bank Statements (Canada Only)
  • What Donor Information Will I See Associated With Each Gift In My Transactions Panel?
  • Why Are My Downloaded Reports Showing The Wrong Times?
  • Run Reports By Fund

Categories

  • Getting Started
  • Manage Your GivingFlow
  • Run Reports & Manage Giving Records
  • Manage Giver Profiles
  • Receipts & Annual Giving Statements
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