PLATFORM WORKFLOW
Task Description: Download Member Transactions
Objective: To show Organization Admins and Users how to download all member transactions
Organization: All
System Permission Level: System Admin/User and Organization Admin/User
Step 1
Go to www.growthpowersuite.com and click the green Login button.
Step 2
Enter your username and password then click the blue Login button.
Step 3
Click on your Organization (if you are in multiple organizations). If you are only in one, you will begin on the Dashboard.
Step 4
Click on the Member Management tab on the Module Menu Panel.
Step 5
At the top of the screen, click the Transactions tab.
Step 6
Use the filters to narrow down transactions by Payment Type, Payment Method, and Time Period.
Step 7
Once you are satisfied with the results, click the Download button on the right and select a file format from the dropdown menu.
Step 8
Your file will be downloaded and saved in the selected format.