Transactions Reports

The Transactions Report page has links to several preset reports and an option to build a custom report. The preset reports help an administrator quickly retrieve information regarding transactions.

Transactions report overview
The Transactions Report page has links to several preset reports and an option to build a custom report. The preset reports help management quickly retriev...
Tue, May 8, 2018 at 2:31 PM
View a preset transactions report
An administrator or manager can view pre-designed transaction reports by doing the following: Place the mouse pointer over the Menu and select Reports >...
Tue, May 8, 2018 at 2:31 PM
Edit preset transactions report fitlers
When viewing a pre-designed transaction report, an administrator or manager can change the filters to view different information on the report. Wit...
Fri, Jan 23, 2015 at 11:59 AM
Create a transactions report using filters
If a preset report deosn't fit your needs, you can create a transaction report using advanced filters. Place the mouse pointer over the Menu...
Fri, Jan 23, 2015 at 12:03 PM
See payment details for a transaction
An administrator or manager can view a payment(s) associated with a transaction within a transactions report and view a plan associated with one of those pa...
Fri, Jan 23, 2015 at 12:09 PM
View the details of a transaction
An administrator or manager can view a transaction's details from within a transactions report. This information includes the client, transaction infor...
Fri, Jan 23, 2015 at 12:18 PM
Print transaction details from a transactions report
An administrator or manager can print a transaction's details from within a transactions report. 1.    When viewing a transactions report, cli...
Fri, Jan 23, 2015 at 12:20 PM