The Charge Item Report shows specific Discount Items that were given during a specified period of time. Follow these simple steps to create a Report:
How to Create a Discount Item Report
Go to the Reports page and click on Charge/Discount Items.
Choose the period (dates) you want to view on the calendar.
To see specific Charge Items or Discount Items, select the Item at the top then check the boxes of those items you want to see:
Once you have your list, click on the blue arrow under each item to see more specifics.
How to Export the Report
For a more granular report, export this report by selecting the download icon to the right of the report. The following information can be sorted and filtered on the spreadsheet:
Amount
Last 4 digits of Credit Card (if applicable)
Transaction Type (i.e., "Charge," "Credit Card," etc.)
Posted date
Private comment
Invoice Memo (includes Coupon Codes)
ACH status (i.e., "Pending," etc.)
Item (Charge Item or Discount Item name)
Classification (company name)
Account email address
Account Name (Primary Account Holder)
Enrollee Name
Program Name
First 10 Classes
Location
Invoice number
Invoice Class name (if the Invoice is for a specific Class)
Invoice Enrollee name (if the Invoice is for a specific Enrollee)
Invoice Class location (if the Invoice is for a specific Location)
Invoice Program (if the Invoice is for a specific Program)
How to Print the Report
When printing, you have these two options:
Transactions List
The Transactions List lists each transaction, along with the following information:
TIN/FEIN number (if added)
Company name and contact info
Time and Date of Report
Date Range selected
Customer Name (Primary Account Holder)
Posted date and time
Classification (Company name)
Program Name
Enrollee Name
Type of Transaction (i.e., "Charge")
Account
Item Name
Amount
Transactions Summary Report
The Transactions Summary Report summarizes the transactions under each Item Type with the associated amounts within the date range chosen.