Overview
The Transactions Report gives you a complete, filterable view of every financial transaction in your account — payments, refunds, comps, and fees. It's the primary tool for reconciling daily revenue and providing line-item data to your bookkeeper.
To access it: Payments -> Transactions
Selecting a Date Range
The report defaults to the current month. To change:
Click the date selector.
Choose a preset or select Custom and set your dates.
Click Refresh.
Filters
Use the filter bar to narrow results:
Transaction Type — Filter by membership, product, event, punch card, refund, etc.
Payment Method — Filter by card, ACH, cash, or comp.
Member Search — Search by member name to see transactions for a specific person.
Saved Filters — Save your frequently-used filter combinations for quick reuse.
Transaction History
The transaction table below the summary cards lists every transaction in the selected date range with infinite scroll. Columns include: date, member name, transaction type, payment method, amount, and status.
Each row is a discrete transaction. Click a row to view additional detail.
Exporting
To download the transaction list:
Select Download.
Choose CSV or Excel.
For large date ranges, select Advanced Options → All Results before downloading to ensure the full dataset is included — not just the visible page.
The export includes: date, member name, type, payment method, amount, fees, refunds, and membership status.
FAQs
Why doesn't my exported total match what I see on screen?
Make sure to use Advanced Options → All Results when exporting for a multi-month range. The default export may only include the first page of results.
Where are refunds in the export?
Refunds are included in the transaction list with a negative amount and a Refund transaction type.
How do I find transactions for a specific member?
Use the member search filter in the filter bar. Transactions for that member will appear in the table.
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