thread Re: How do I print a detailed report for daily transactions? in Archived Discussions (Read Only)

How do I print a detailed report for daily transactions?

lindae — Sun, 08 Apr 2018 15:05:07 GMT

The title of this thread has been updated from "looking for printable report that includes Card holder, Date/Time and Receipt number-HELP!".

Looking for a daily printable report that includes: Card Holders

Date/Time

Receipt Number

Amount of Sale

Any help would be appreciated!

Re: looking for printable report that includes Card holder, Date/Time and Receipt number-HELP!

puka — Sun, 08 Apr 2018 15:02:29 GMT

Hey @lindae!

You can find the report you're looking for within the Transactions tab of your Dashboard. You would just need to set the date range to "Today" or whichever specific date you're looking for and press Export > Transactions CSV. Once exported, you can open it in your preferred spreadsheet software and print.

Let me know if you have any further questions!

Re: How do I print a detailed report for daily transactions?

Helen — Mon, 09 Apr 2018 18:35:54 GMT

Hello @Leesmom79! I moved your post into this thread so you can read Sean's Best Answer with the steps to see your fees for last year. 😀

Re: How do I print a detailed report for daily transactions?

cherylholz — Mon, 13 Jan 2020 16:43:35 GMT

I would like the report as it appears in my dashboard. it will only print one page though. any way torrent all fo them?

Re: How do I print a detailed report for daily transactions?

nika — Tue, 14 Jan 2020 15:46:09 GMT

Hi @cherylholz! You might need to take a few screen captures of your Dashboard (depending on how many transactions there are), and then print them out that way. They'll save to your computer and you can print however many copies that you need.

Re: How do I print a detailed report for daily transactions?

cherylholz — Tue, 14 Jan 2020 16:47:54 GMT

Thanks- a do-able workaround.... thought I would be able to print it out tho!

Re: looking for printable report that includes Card holder, Date/Time and Receipt number-HELP!

sdimbert — Wed, 28 Oct 2020 17:02:13 GMT

Is there any way to get a Daily Transaction Report via email at, say, the end of every day?

Re: looking for printable report that includes Card holder, Date/Time and Receipt number-HELP!

JustinC — Thu, 29 Oct 2020 14:54:34 GMT

Not a daily Transactions report but you can set up your email preferences to send a Sales Summary at the end of the day.

@sdimbert

Re: looking for printable report that includes Card holder, Date/Time and Receipt number-HELP!

sdimbert — Thu, 29 Oct 2020 14:57:37 GMT

Justin,

Thanks for the response. I know about the Sales Summary... but that's not good enough. I am looking for a detailed transaction report... and I want it to go to someone else (not me) every single day.

Re: looking for printable report that includes Card holder, Date/Time and Receipt number-HELP!

JustinC — Thu, 29 Oct 2020 15:29:24 GMT

Yeah, you'll have to export that report manually from the Transactions tab of Dashboard, then email it as an attachment.

@sdimbert

Re: looking for printable report that includes Card holder, Date/Time and Receipt number-HELP!

sdimbert — Thu, 29 Oct 2020 15:44:47 GMT

Every day? Manually?

This is what computers are for. That's ridiculous.

Re: looking for printable report that includes Card holder, Date/Time and Receipt number-HELP!

JustinC — Thu, 29 Oct 2020 18:21:34 GMT

@sdimbert yes - everyday, manually. Or you can add them as a team member with their own login and give them access to Reports.