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Financial & Transactions
Generate Transaction List Reports
Generate Transaction List Reports

Track club activity

Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

INTRODUCTION

  • Feature Summary: Create reports that describe transaction activity.

  • Use Cases: Use this feature to quickly produce reports on club activity for any time period. Enable filters to generate reports on transaction type, paid and unpaid transactions, and more.

PREREQUISITES

None.


SETUP REQUIREMENTS

  1. Log in to the admin dashboard.

  2. Go to the side menu and click TRANSACTIONS > TRANSACTION LIST.

Reporting period

Use the calendar icons to set start and end dates for the reporting period. System users can create a period for transaction dates or reservation dates. Use any of the blue buttons to quickly set the period (e.g. last month).

Report filters

Enable any combination of filters to narrow the results in the report. For example, system users could generate a report for all unpaid transactions in the current month.

Generating a report

Click the Run Report button to produce a list of transactions based on the filters and reporting period.

Each report may have a slightly different layout, depending on the data presented. For instance, the report below shows refunds with credit to balance for the current month. The table includes the total amount refunded.

The report below shows unpaid transaction fees for the current month. The Actions column gives system users a chance to pay or void the fees.

Downloading reports

Click the Export as List button to save the table as an .xlsx file.

What's next?

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