ACH Returns/Rejected donations-org specific
- Malmi Senaweera |
- 25 steps |
- 2 minutes
1
Navigate to [https://www.cardpointe.com/account/#/dashboard](https://www.cardpointe.com/account/#/dashboard)
2
Click "Reporting"
3
Click "Date"
4
Click "Last 30 Days" or how often you'd like to run the report.
5
Click "Method"
6
Click "ACH Reject"
7
Click here.
8
Click "Date"
9
Click "Unsaved Report"
10
Click "Save..."
11
Type "eCheck Returns"
12
Click "Public"
13
Click "Save"
14
Now if you wanted to run a report for all Rejected donations (which may include credit cards due to unusual activity)
15
Click "Method"
16
Click "ACH Reject" to unselect
17
Click "Date"
18
Click "Last 7 Days" or your preference for the report
19
Click "Status"
20
Click "Rejected"
