Reports > Transaction Reports > Transactions by Date

Transactions by Date

You can access the Transactions by Date Report from the Menu drop-down. Reports > Transaction Reports > Transactions by Date. You can select either an HTML Report to view or a Printable Report. The printable report can also be exported to file.  

HTML Report

The HTML Report breaks each transaction separately with Order #, User, Associated Student and more for each transaction.  

Printable Report

The Printable Report displays the same information as the HTML report in a printer-friendly format. You can also export the Transactions by Date Report by clicking on the Select Export Format drop-down. You have many formats to select, including .pdf, Excel, .csv and other format types.

NOTE: Orders will appear on one line, even if there are multiple items in the transaction, including taxes, coupons and shipping.  Refunds, including partial refunds will appear as separate line items on the Transactions by Date Report .

Related Topics:

• Deposits by Date Report - A report that shows transactions and refunds for a selected date range.

• Transaction Reports - All of the reports in this section are available here.

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