Tutorial

Transaction Reports

The transaction reports gives you a handy way to look at transactions that have occurred on your site.

 

Please click on each section to expand for more information.

1. From under 'Reports' choose 'Transaction Reports'

From under 'Reports' choose 'Transaction Reports'

 

Transaction Reports
2. Choose the desired report from the drop down menu.

There are 5 different report types to run. Choose the desired report from the drop down menu.

  • Summary Activity Report - Gives a brief overview of the total transactions that occurred by member plan during the set time span.

  • Transactions By Country - Gives a summary and totals of transactions by country.

  • Transactions By State (US) - Gives a summary and totals of transaction by states in the United States.

  • Full-Detail Report - Shows you specific data. It includes a listing of every member transaction that occurred during the set time span.

  • Custom Report - Create a report with desired fields, or run a query so the report only results in specific transactions that meet the criteria.
3. Set the start and end date for the report.

Set the start and end date for the report. The transactions that occurred during that time period will result.

4. Select how the report should be sorted

Sort by: choose the field that the report should be sorted. (Depending on the Report Type) The report can be sorted by:

  • Time/Date

  • Transaction Number

  • PNREF

  • Member Number

  • Purchase Amount
5. Click 'Display Report'

Click 'Display Report'

 

Transaction Reports

 


Example Reports

Click on each tab for more information

Summary Activity Report

 

Transaction Reports

Transactions By Country

 

Transaction Reports

Transactions by State Report

 

Transaction Reports

Full Detail Report

 

Custom Report

 

 

Example Generated Custom Report