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 are paid or unpaid, which payment method the member used, and more.
Step-by-Step
Step 1: Head to the Reports section
In the left-hand menu, select REPORTS
Step 2: Open the Finance folder
Select the FINANCE tab to open a folder of finance-related reports
Step 3: Open the Transaction Report builder
Find the Transaction Report and click CONFIGURE
Step 4: Add any relevant fields to the report
Use the + button to add any fields onto the report from the left-hand field list into the central Selected Fields panel. The expansive list of fields available as part of the Transaction Report include transaction details, refund details, member details, custom field responses, contact details, parent/guardian details and more
Step 5: Run the report
When you're ready to run the report, use the RUN REPORT button at the bottom of the report builder
Watch
