Reports – Transactions
The Transactions Report page provides a consolidated financial view of completed customer transactions during a selected reporting period. It helps administrators monitor payment activity, review transaction values, and analyze revenue sources across booking channels.
Date Range Filter
Allows users to define the reporting period for transaction analysis.
Features
- Filter transaction records by selected dates.
- Navigate between previous and next periods.
- Refresh report results automatically.
- Support historical financial analysis.
Purpose
Used to review transaction activity for a selected period.
Customer Filter
Allows transactions to be filtered for a selected customer.
Features
- Search and select customer records.
- Display customer-related transactions only.
- Simplify financial tracking.
- Improve report precision.
Purpose
Used to review transactions associated with specific customers.
Transaction Type Filter
Allows transactions to be filtered by transaction category.
Features
- Display transaction-specific records.
- Narrow report results.
- Improve financial reporting visibility.
- Support operational analysis.
Purpose
Used to isolate and review selected transaction categories.
Export
Downloads the currently displayed transaction report.
Features
- Export filtered transaction data.
- Generate downloadable reports.
- Support auditing and reconciliation.
- Enable offline reporting.
Purpose
Creates an exportable version of transaction records.
Transaction Details
Displays detailed transaction information.
Customer Name
Displays the customer linked to the transaction.
Transaction ID
Displays the unique reference associated with the transaction.
Date
Displays the transaction completion date.
Online Payment
Displays the amount paid using online payment methods.
Store Payment
Displays the amount collected directly at the location.
Total
Displays the complete transaction value.
Features
- Monitor completed transactions.
- Review payment source distribution.
- Compare online and in-store revenue.
- Analyze transaction performance.
Grand Total
Displays cumulative values for the selected transaction records.
Features
- Calculates total online payments.
- Calculates total store payments.
- Calculates combined transaction value.
- Updates automatically when filters are changed.
Purpose
Provides an overall financial summary for transaction reporting.
Best Practices
- Apply date filters before exporting reports.
- Review payment channel distribution regularly.
- Use transaction filters to narrow analysis.
- Verify totals during reconciliation processes.
- Export reports periodically for financial records.