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How to use the Transaction Report

The Transaction Report provides a flexible search with various filters to fine-tune your search. 

Once you select the desired filters and date range, click Search. 



Search results are displayed showing the card types that were used in those transactions. The below table shows the number of transactions for each card type and the percentage of overall use for that card type. 


The below chart displays the daily:

1. New Sales (Red): Total number of new signups and total $ value of those signups
2. Recurring Bills: Total number of recurring charges and total $ value of those recurring charges
3. Total Refunds: Total number of refund charges and the total $ value of those refunds
4. Total Revenue: Total $ revenue for that day


The Transaction Details table breaks down the results by transaction and displays more details regarding each transaction. The results can also be exported for further analysis.  




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