How Do I View Transaction Reports?

Navigation: Financials > Payment Reports

In some circumstances, you may wish to view transaction reports on the system - to find out how to do this, follow the steps below:

 Transaction Reports

 Step 1: To see transaction reports you need to go to ‘Financials’ > ‘Payment reports’.

Step 2: Next, hover over the ‘View reports’ icon and choose from ‘Transaction report for activity period’ - which will show you a report for a select period in time you decide or ‘Transaction report for accounting period’- which will show you transaction reports based upon your set accounting period.

Step 3: Within the report you can change the date range you are viewing (as long as it is within your accounting period) at the top by changing the date in ‘From:’ and ‘To:’ and clicking ‘Search’. You will also be able to view a transaction based on a transaction ID by filling in the ‘Search transaction ID’ field and clicking ‘Search’. Additionally, you can filter your view on payment or transaction type by clicking ‘Select’ next to ‘Filter by:’.

Once you have followed these instructions you will have successfully viewed your transaction reports.