Transactions Export
About
The information contained in this report includes each individual transaction that has occurred for the given timeframe.
The report includes two main sections; a summary and a detailed data grid.
The summary section includes the total sales for the given timeframe. This is further broken down by item type.
The detailed data grid includes the transaction type, the date of the transaction, the associated Account, the item type, the item name, the amount, the tax rate used, the Ledger Code, and the Member name. To improve performance, the data grid includes only the most recent 50 items for the selected date range.
The report can be downloaded as CSV.
Permissions
The "accounting report reader" Role is required to view this report.
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