To search and filter the many different transactions processed by your business, click on Transactions on your Retreat Guru dashboard.

On the Finance - Transactions page click on Filters and Reports. You can now filter to an incredible detail all your transactions. Click Apply Filter after checking the boxes of defined searches you are interested in.

Make sure to click Clear Form when creating a different filter.

With any filtered search you can create a report. Click on Save filter as report in bottom left corner. Click on Reports on Dashboard on left side to be taken to your reports page.

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