
Stephanie Larsen
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Activity overview
Latest activity by Stephanie Larsen-
Stephanie Larsen created an article,
What Is The Quick Export?
When you are in the Pages section of RaiseDonors you will see a few different Quick Export buttons that will allow you to view data specific to your donation pages. The Quick Export at the top of ...
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Stephanie Larsen created an article,
How Do I Delete A Report?
If you have a report that you'd like to delete, navigate to the Reports section and open the report. Stay with me for the next steps, they get pretty detailed... Click "Delete". Confirm that you r...
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Stephanie Larsen created an article,
How Do I Filter A Report?
Once you've selected the data you'd like included in the results of your report, you'll select the filters that you'd like to use to narrow down your results. Click "+ Add Filter" to add specifi...
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Stephanie Larsen created an article,
How Do I Schedule A Report?
Once you've selected the data you'd like included in the results of your report, and selected the appropriate filters, you can schedule your report to be sent to you or any member of your team by c...
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Stephanie Larsen created an article,
How Do I Copy A Report?
So, you have a report that you've built, and it's got everything JUST the way you like it - the problem is it's using filters that are specific to only one of your donation pages. Do you REALLY ha...
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Stephanie Larsen created an article,
How Do I Build A Report?
To report on your donation page, first navigate to the Reports page in RaiseDonors. Click + New Report to build a custom report. Start by customizing your report with a name and description. The ...
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Stephanie Larsen created an article,
Why Can’t I Find My Financial Institution When Attempting To Connect To Plaid?
There are a few main reasons why you might not be able to find your financial institution when attempting to connect to Plaid. The financial institution isn’t yet supported on Plaid The financial...
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Stephanie Larsen created an article,
Are There Fees When Using Plaid?
If you're using a Stripe gateway and accepting gifts in US currency, you can use Plaid to offer your donors the option to donate directly via their bank. There are nominal fees associated with usi...
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Stephanie Larsen created an article,
How Do I Address Recurring Schedules (ARB) in Authorize.net?
Frequently Asked Questions How can I change a recurring schedule (ARB) from "Suspended" to "Active" status? What is Automatic Retry all about? Can I create a recurring schedule from a settled one-t...
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Stephanie Larsen created an article,
Can I Use An External Vendor (Call Center)?
Onboarding the call center If you partner with a call center, please know that RaiseDonors is available to provide training and onboarding to get your vendor onboard and familiar with RaiseDonors. ...