In this article you will learn how to access the Transactions report and see an overview of all transactions in your platform. Any transaction or exchange of funds in your platform will display here.
Log In to your account > Click Admin > Reports >
Click on Transactions > Set the desired parameters > Click Show or Export
Step by Step Instructions
Log In to Your Account.
Click on the "Admin" button on the right hand side of your screen.
Click on the Reports tab.
Click on Transactions.
Set the parameters of the dates you want the report to cover (e.g. weekly, monthly, quarterly, annually) by adjusting the Start Date and the End Date of the filters.
You can also narrow the report down by Group or any other metadata fields your company has uploaded in the user file. To filter by group just click on "Add Filter" and select the group you want to run the report for. If you don't choose a group, then the report will pull and display data from your entire organization.
Once you've selected the parameters of the report, click Show to view it or Export to download to an excel file.
Your report will be sorted by date of the transaction and show the search parameters you selected.
You can adjust your search parameters and reload different versions of the taxes report.