To provide your bookkeeper with the necessary transactions for the month, the Financial Details Report is the best option, found in the Reports/Financial section of your Core account. Here's how to configure and download the detailed transaction list they’ll need: Additionally, some users may encounter issues during the download process, such as accessing advanced options or using the incorrect menu, which can be addressed by following best practices.
Steps to Access and Configure the Financial Details Report:
Navigate to the Financial Details Report:
Go to the **Reports** section of your Core account and select **Financial**.
Select the Details Report:
This report provides a detailed breakdown of transactions, ideal for bookkeeping purposes. The data can also be exported in either CSV or PDF formats, providing flexibility for various professional needs.
Choose the Date Range:
By default, the report will be set to "This Month," showing all transactions completed in the current calendar month.
To customize the date range:
Click on "This Month" and select "Custom".
Use the calendar to specify the exact start and end dates required.
Update the Report:
Once you’ve selected your date range, the blue refresh button will highlight.
Click it to update the report screen with the selected transactions.
Download Transaction Details:
Once the report has refreshed, scroll to the Transaction Details section.
Click the three dots in the upper right corner of the report to download the data to a spreadsheet. If accessing payroll-specific data, navigate to the advanced options within the table to ensure 'All Data' is selected before downloading. Ensure that you are selecting the correct three-dot menu specific to the Financial Details Report itself, not the browser or page-level menu, to avoid errors. For advanced data options, use the menu to select 'Download Data,' choose 'All Data,' and pick either CSV or PDF format.
By following these steps, you'll generate the most accurate transaction list for your bookkeeper on a monthly basis.
Troubleshooting Financial Report Downloads:
Bad Request Errors: Ensure that you are using the correct menu within the report, not the browser or page-level menus.
Missing Advanced Data Options: Verify that you’re navigating through the Transaction Details or Financial Details table for appropriate settings.
Frequently Asked Questions:
Why can't I export the entire dashboard? Exporting is designed for specific fields or tables; select one for detailed outputs.
What does 'All Data' include? This feature ensures the full transaction record is exported, not just a summarized view. If you encounter issues such as 'Bad Request' errors or difficulty accessing advanced features, consult the troubleshooting section below for solutions.
Help
If you would like more information or need further assistance, please use our HELP DOCs, just like this one or reach out through intercom, the little blue box in your CORE account or email us at support@pushpress.com. Our team is here to help.
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