How to View and Manage Donor Information and Transactions

In this article, we will guide you on how to utilize your Trellis results feature.

As the organization manager or contributor, you have the ability to view and utilize the results features of your Trellis account, allowing you to efficiently export, manage, and oversee your donor and fundraiser information.

View and monitor your sales using an overview
View all transactions per fundraiser

View, manage, and edit your donor's transaction information

• View transaction

• Manage transactions like downloading their checkout attachments, refunding, or resending their checkout attachments.
  
  

• Edit donor information

View and manage your auction bids and participants

Exporting your fundraiser reports

View and manage your generated tax receipts

View your waitlists

View your marketing Insights

View and manage your affiliate links