This help document will demonstrate how to view, filter and download your service's financial transactions report.

Step 1: Go to reports from the left-hand menu bar.

Step 2: Click on financial transactions under the financial section.

Step 3: You can view your service's financial transactions and other relevant information such as transaction date, family, transaction category, ledger account, balances, sessions and rooms booked.

Step 4: You can refine the report using the filter tool available.

Step 5: If you wish to remove a column while viewing the report, click on the grid option at the right-hand side. Select the sections you would like to remove from the drop-down menu.

Step 6: You can also choose how many records you would like to view in a page.

Step 7: Click on the circle icon if you wish to undo the filter options you applied.

Step 8: You can also download the report by clicking on the download excel tab.

For more information, please browse through our support documents or alternatively contact our support team.
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