Overview
Transaction reports, a comprehensive payment and transaction information source, give admin users a detailed overview. Admin users can create custom transaction reports using the Reports tab, which can be saved and reused. The transaction report shows all transaction data, such as the invoice number, member number, invoice ID, etc., for a given time period, ensuring no detail is missed. Admin users can also export reports to a CSV file.
Transaction Report Navigation
To run a transaction report:
Click Reports.
Select Transaction Report.
Select a Date Range. Select a predetermined time or add a custom start and end date.
Select Account.
Select a Status for your report.
Click Run Report.
Viewing a Transaction Report
You will see a Summary of all transactions followed by a list of each transaction.
The summary lists all payment transaction methods, such as Credit Card, eCheck, Pay Later and Offline payments, along with the number of transactions, charges, refunds and totals.
The Transaction list includes the transaction date, a reference number, name, method, details, bank account, who entered the transaction, and the subtotal. It also shows if a surcharge was added to the transaction. Next, you will see the total and status.
You can also specify how many rows you want per page.
Export as CSV.