An administrator or manager can view pre-designed transaction reports by doing the following:
- Place the mouse pointer over the Menu and select Reports > Transactions.
- Click the preset report link.
- If necessary, from the Month & Year lists select a different month and year to view.
- Click Generate Report to display the appropriate information.
- When finished, click Generate New Report to return to the main Transactions Report page.
Transaction preset reports:
|Automatic Monthly Transactions||View transactions that were automatically processed in a selected month.|
|Transactions by Day||View transactions that were manually or automatically processed on a selected day.|
|Transactions by Month||View transactions that were manually or automatically processed in a selected month.|
|Unsuccessful Transactions||View transactions that failed because they were marked declined, returned, held for review or had an error in a selected month.|