How can I run a report of all transactions posted?

Support Home
Updated On   
Mon
14 Dec
2020
4:11 pm
The Transactions Report is available from the "Reports" page

MENU -> Reports -> TRANSACTIONS

Or click here to go to the transactions report

What does the "Transactions Report" show me?
  • Transactions categorized in columns of transaction type: Checks, Cash, Credit Card, ACH, Refunds, Charges, Credits
Transactions categorized by transaction type
  • Transactions can be viewed day-by-day
Day-by-day

Do you need to export this report to Microsoft Excel and view it in a custom format?

No problem, you can export this list to a ".csv" file that can be opened in Excel. The button is located at the top of the report and looks like this:

Export button
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