When exporting transactions to a CSV file from the Dashboard, there is now an option for “Aggregate By Member”. When this is selected, the spreadsheet will indicate the cumulative totals for each member in each payment category (membership, events, donations, cart, other, handling, tax) as well as the number of transactions by the member. This will allow you to generate reports of payment activity by member, for any date range.
Aggregate Transactions by Member
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