Finance Reports

Overview The Transaction Report will allow you to report on anything related to the transactions that have been processed in your database or through your Registration Forms, including which products members have purchased, whether or not members...

If you are offering Promo Codes as part of your registration process, you can use a Transactions Report to report on any transactions that have applied a Promo Code as part of their purchase, including the amount discounted from each transaction. T...

Organisations that want to see information related to the Active & Creative Kids vouchers can do so using a  Transaction Report . This report can be run at any level. To find Active & Creative Kids information in a Transaction Report: 1. In the ...

Overview The Transactions Sold report allows administrators to build a customised report to track any transactions that have been processed using products owned by their specific organisation Note: This report is different from the Transactio...

Overview The Funds Received report allows administrators to build a customised report to track and reconcile their settlement payouts. Note : Unlike the Settlement Payouts list (in the Finances > Manage Finances section) which only track set...

Overview The Funds Received Within Structure (same bank account) - Braintree report allows administrators to build a customised report to track and reconcile their settlement, including any settlements that have been sent to other organisations...

The Quick Report: Funds Receive option is an easy way to identify Funds Received based on Date Funds Sent or Distribution ID. When running the report, the user can choose to use one or both input options to generate the report. To access this re...

The Quick Reports: Transactions option allows administrators to generate a quick and easy summary of the transactions that have been processed through their Passport database by Payment Date. To access this report: 1. On the left-hand menu, c...

Reporting on additional items purchased with a certain product The following report will allow you to find the information that was attached to a certain product that members purchased. For example if a member purchased a club fee but you had an a...