Hi there,
Let me restate your request just to be sure I understand what you mean:
You want to have a front-facing page (not in WP-Admin) that has an automatically updated running report of all donations, but only accessible to certain non-Admin users. Is that right?
If so, then there is no out-of-the-box way to do that currently. But here’s what you could do:
1) Create a page and password protect it: https://codex.wordpress.org/Using_Password_Protection
2) Weekly, or Monthly do an export from “Donations > Reports > Export” and upload that to your page as a “Media” file so it can be downloaded
Let me know if you have additional questions at all. Thanks!
That’s exactly what I need. Is there a way to automate the solution you are proposing?
Even a list displayed directly on the protected page would be fine.
Thanks!
Hi @texwiller — if you are a developer, then you can leverage our code to make that happen. We also have a growing library of code snippets that can help you get a leg-up. This one for example created a Page Template that simply outputs three different queries of the Give Transactions. You could customize that to display whatever you like and it would update automatically.
Then just set your page to that template and set a password.
Keep in mind, we provide these snippets as examples of how a developer can customize and extend Give safely. What you do with them is up to you, we cannot provide support for custom snippets.
Thanks!