Transaction Report (Basic Details)

1. Go to Reports, click on Tabular Reports.

2. Next to the Transaction Report (Basic Details), click View Report.

This Member Transaction report, provides basic details into the transactions that have occurred for your organisation. It provides information related to:

  • organisation
  • member type selected
  • financial status 
  • order details
  • transaction details
  • product details
  • settlement details

NOTE: true refers to active, while false refers to inactive. Committed refers to unpaid.


IF YOUR ORGANISATION IS SET UP AS AN ACTIVE KIDS VOUCHER PROVIDER:

If your organisation is set up to take Active Kids vouchers, you will also be able to see the voucher code used and the voucher amount when running this report.

You will see two fields related to the vouchers:

  • Voucher Code
  • Voucher Amount

These two columns will display the voucher code that the member used and the amount of the voucher. This will be either $100 or less (depending on the price of your products and what products the member purchased).

If the columns shows N/A or $0 it means that member didn't use an Active Kids Voucher to purchase products.