How to report on the comments left from an online transaction

When setting up a transaction required DIY Form, you have the option to include a Comments box, which will add a Note to the Journal Entry. We can include these Notes in the reports we create for the page.

The donor will submit their donation with text entered in the Additional Comments section:
The Additional Comments section of the DIY Form

This translates to a Note on the Gift in the donor’s Journal:
The Notes section on the Journal Entry
Using these steps to create the query for DIY transactions, a report can be created to retrieve the comment that was left on the online transactions. 
  1. Click Reports
  2. Click Manage Reports
  3. Select a category that you want to store this report in
  4. Select New Report under the Task Menu
  5. Name the report
  6. In the Group By drop down menu, select Do Not Group
  7. Select Commonly Used Fields from the Browse Fields drop down menu and click on Account Name, Date, and Received
  8. Select Journal Fields from the Browse Fields drop down menu and click on Notes (see image below) 
  9. Click Save and Run under the Task Menu
  10. Under Query select your category in the top box and your query in the bottom box
  11. At the bottom of the page select a Delivery Option and then click Submit
The Report Column

Environment

 eTapestry

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