Transaction reports

Product: Registration

Where to find it

At the top of your dashboard menu, search “transaction report”.

Filtering reports

To create a report that reflects all the information you need, you can leverage our report filtering capabilities!

You can filter by the following:

  • Type of ID – Event ID, transaction ID, user ID, charity ID
  • ID number
  • Date range – today, yesterday, last 7 days, last 30 days, this month, last month, this year, by a custom range, or by a payout period.
  • Currency
  • Registration source – All, online, onsite, offline

You can also specify which report data you would like to include in your report:

  • Receipts
  • Registrations
  • Fundraising transactions
  • Referrals
  • Processing fees
  • Registration products
  • Adjustments/refunds/invoice fees
  • Promo codes
  • Volunteers
  • Invoices
  • Additional charges/Line items
  • Gifts
  • Store products
  • Store taxes