OTHER - Billing Screen Transactions Report

Modified on Wed, 6 Mar at 1:10 AM

This article is designed to assist with building and understanding the Transactions Report. 


Building the Report

To run the report you need to navigate to Billing in the menu, then select Transactions from the drop down options. 

Select the Type of Transactions you want to display prior to running the report or all transactions will appear in the report builder and you can remove the ones you don't wish to see from there.

Select Run Report from the buttons on the top right of the Transactions page

Select the centre/s, accounts or all accounts, the date range, and transaction types you wish to generate on the report, then select run report

Information Found on the Report

The report will then generate as an excel report that you can use to gather the information you are looking for. 

Report Example

This is an example of the Billing Screen Transactions Report in XLSX format

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