It's simple and fast to export your transaction from Boatyard. This is useful for cross-checking transactions with your bank account or for account reconciliation.
How to Export a Transaction Report
In the Boatyard Dashboard, you will navigate to the Orders screen.
Start by filtering your order list to include only the transactions you want to export.
For instance, you can select a date range, like January 1st to January 7th, to view all transactions within that period.
You can also filter by order assignee or order status for more specific results.
Next, click the Export button in the top right corner and select TRANSACTIONS.
This will start a download of an Excel sheet with all your transactions.
Note: Your transaction export will include all transactions, including failed payments. You can use the last column in the Excel sheet to determine which were successful payments and which failed.
