View a preset transactions report

Modified on Tue, 08 May 2018 at 02:31 PM

An administrator or manager can view pre-designed transaction reports by doing the following:

  1. Place the mouse pointer over the Menu and select Reports > Transactions.
  2. Click the preset report link.
  3. If necessary, from the Month & Year lists select a different month and year to view.
  4. Click Generate Report to display the appropriate information.
  5. 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.

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