Transactions report
To access the Transactions report, click Reports on the main menu. The Transactions report tab appears by default.
![](../assets/images/trans_report.png)
The transactions report shows all transactions. The report allows you to:
View transaction details
Click on each transaction to open the Transaction details panel, including the transaction history. If an order was refunded, it will appear in the history.
![transaction details](../assets/images/trx_details.png)
Select a date range
You can choose the date range of the data presented in the report. There are many preset options: today, yesterday, this week, last week, this month, last month, this quarter, and last quarter. You can also select a custom date range using the date picker.
![](../assets/images/dashboard_timerange.png) |
- Click on the date range field to view the options.
- Select one of the preset date ranges such as This week or This month. Or, click Custom range and go to the next step.
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![date picker](../assets/images/date_picker.png) |
- When the custom date range picker appears, choose one or more of these options, as needed:
- Click the month to select another month from the drop-down list.
- Click the year to select another year.
- After selecting the month and year, click the first date and the last date in your custom date range. The dates in between are automatically selected.
- Choose one of these options:
- To apply the custom date range, click Apply.
- To return to the list of preset date ranges, click Back.
- To exit from the date picker without making any changes, click anywhere outside the date picker.
- If you selected a preset or custom date range, the data on the dashboard changes immediately the reflect the new date range.
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Search by amount or order ID
![search bar](../assets/images/searchbar_empty.png) |
- In the search bar, enter the value to search for. You can enter:
- a dollar amount, for example, 20.55. Do not enter the $ sign.
- an order ID. You do not have to enter the whole number. For example, you can enter the last 4 digits.
- Press enter on your keyboard. The results, if any, appear immediately.
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![search bar with x](../assets/images/searchbar_populated.png) |
- To clear the search results and return to the full list of transactions, click the x at the end of the search bar. You can also click on the Transactions tab near the top of the page.
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Filter transactions
You can filter transactions by transaction type, card type, or user account. This is useful when you have numerous transactions.
- To begin filtering, click Apply filters. The Filter transactions panel appears.
![Filter trx panel](../assets/images/filter_trx_panel.png) |
- Set one or more filters:
- Transaction type. Click the Select field and select one or more transaction types.
- Card type. Click the Select field and select one or more card brands / payment types.
- User. Click the Select field and select one or more user accounts.
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![](../assets/images/filter_trx_options.png) |
- Choose one of the following options:
- To save the filter and apply it, click Save and apply. Once you save a filter, you can easily run it again.
- To apply the filter without saving it, click Apply.
- To clear all filters and start again, click Clear all.
- If you applied the filter, the Transactions tab reappears showing only those transactions, if any, that match the filter you applied.
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![](../assets/images/filter_trx_clear.png) |
- To clear one or more filters:
- Apply filters.
- Click the x beside a specific item, or click Clear to remove all items from the filter.
- Click Apply at the bottom of the panel.
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Download the report
![](../assets/images/export_data_icon.png) |
- Click Export.
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![](../assets/images/export_data_formats.png) |
- Choose a data format from the list.
- OpenDocument spreadsheet (ODS)
- Comma separated values (CSV)
- Microsoft Excel (EXCEL / XLSX)
- Click Export.
- The report downloads immediately to your computer. Check the Downloads folder or wherever your downloads are stored.
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