The Transactions report gives you a complete view of all financial activity across your school — payments, refunds, donations, and adjustments. You can also run enrollment and compliance reports from the Reports section.
Transactions report
Go to Reports > Transactions in the left-hand navigation. When you first open the report, it filters to a single school and season. If you run multiple seasons or schools, use the Season and School column filters to change what's displayed.
Key features:
Comprehensive visibility — View all Enrollments, Refunds, Donations, and Adjustments across your school and seasons.
Deposit reconciliation — Use the Deposits filter in the upper right to focus on completed deposits by date range. Pending deposits are excluded when this filter is active.
Export to CSV — Click Export in the top right of any report to download the data.
Column descriptions
Transaction date — When the transaction took place
Amount — The transaction amount
Status — Paid, Failed, or Completed
Transaction — Enrollment, Refund (full), Refund (partial), Donation, or Adjustment
School / Season / Activity — Where and when the transaction occurred
Provider — The provider that offered the activity
List price / Discount — Price shown to families before and after discounts
Provider earnings / School earnings — What each party receives after fees
Provider deposit date / School deposit date — When funds were deposited to each Stripe account
Student / Family name / Family email — The enrolled student and primary contact
Enrollment reports
Under Reports > Enrollments, view all current and historical enrollments including student details, activity names, enrollment dates, and payment status. This report can also be exported to CSV.
Provider compliance tracking
Track provider compliance documents (background checks, insurance, certifications) from Providers > Compliance. Set required documents and monitor submission status for each provider.