Articles
Transaction Report
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...
Refund Reporting New
Overview If you need to pull a report of any refunds you have processed through your Passport database, you can do so by adding refund-related fields onto a Transaction Report . Step-by-Step
Step 1: Open the Transaction report
I...
Promo Code Discount Report
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...
Active Kids Vouchers (AKV) Report
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 ...
Funds Received Report
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...
Quick Report | Funds Received
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...
Quick Report | Transactions
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...
Additional information on items purchased with product
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...