How to Use the Transaction Report Generator
What is the Transaction Report Generator?
This tool generates a transaction report sorted by date, with optional filters to customize your report.
How to Access and Use the Transaction Report Generator
First, log in to your administrator portal, and access your department by clicking GO TO DEPARTMENT and navigating into the department for which you'd like to run a report. Then, in the left menu bar, go to REPORTS > Transaction Report Generator.
To run a general transaction report, select your dates and click RUN REPORT:
Optional:
Expand and use the various Report Filters to customize your Transaction Report:
You can also opt to sort your transactions with our Advanced Filter to see either BookTix Gateway (regular processing where you get paid via check or epayment) or Stripe Connect Gateway (Direct Deposit setup via a Stripe account):
Once you have selected your optional filters, simply scroll back up and click the blue button RUN REPORT.
Related Articles
What kind of reports do I have access to, and where can I find them?
First, log in to your administrator portal, and access your department by clicking GO TO DEPARTMENT and navigating into the department for which you'd like to run a report. Then, in the left menu bar, go to REPORTS and you will find your report ...Where can I get a revenue report?
Revenue reports for your event will live within the event itself, while your Full Revenue Report (ie, all the money coming in and out of your department) will be within the Reports section. To begin, log in to your admin account, click GO TO ...