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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Transaction Detail Report

  • Updated:

The Transaction Detail report will allow you to view transactions with details, based on specified criteria. If you elect not to use the Close Out module, you can instead rely on transactional reports, including:

 

 

Important Note

Reports only pull transactional data from the date range that you set on the report, even if you are filtering to a specific instructor, facility, or activity.

 

Instructions

  1. Navigate to the Reports tab
    reports
  2. Select Transaction Reports > Transaction Detail
    transaction detail report
    • Note: You can also use the Search bar to easily find the Transaction Detail report.
  3. If needed, apply filters
    filters
    • From/To: Create a date and time range
    • Filters: Apply Transaction, GL, User, Activity, Reservation, Add-On/Discount, and/or Instructor Filters
    • Fields: Apply Transaction, Activity, Participant, Payer, Facility/Rental, and/or Prompt Responses fields
  4. Click Refresh to activate filters
    refresh
    • Note: If you do not want to apply filters, just click Refresh with no selected filters.
  5. View the Transaction Detail report
    view transaction detail report
  6. If desired, select an Export option
    export options

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