General


 

Transaction Details Report

 

Overview

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:

Instructions

  1. Navigate to Reports
    Reports.png
  2. Select Transaction Reports > Transaction Detail
    Select_TD_report.png
    • Note: You can also use the Search bar to easily find the Transaction Detail report.
      Search_reports.png
  3. If needed, apply filters
    transaction_detail_filters.png
    • 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_report.png
    • 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.png
  6. Select an Export option
    Export_option_on_TD_report.png



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