The Transaction Report shows spreadsheet-like format that shows you a line-item representation of each transaction. This report displays transactions over a date range or over a specified chunk of time: today, yesterday, this week, this month, this year.
This report can be run for one or all transaction types, customer groups, sources (on-line and in-house) and user. It can be run to show only valid bank transactions (credit cards that were processed online only) or for all transaction types.
This report shows summary data for the selected variables at the top right of the report.
The bulk of the report shows the following data: invoice id, transaction date, last name, first name, status, type, check number, gateway transaction id, payment amount and processed by.
The variables in the columns can be collected with the symbol at the top of each column. Select the symbol that you want to use and type the variable that you want to see based on that symbol.
This report can be exported as a PDF or to Excel.
