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!
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!
Is there any way to get a Daily Transaction Report via email at, say, the end of every day?
Not a daily Transactions report but you can set up your email preferences to send a Sales Summary at the end of the day.
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.
Yeah, you'll have to export that report manually from the Transactions tab of Dashboard, then email it as an attachment.
Every day? Manually?
This is what computers are for. That's ridiculous.
@sdimbert yes - everyday, manually. Or you can add them as a team member with their own login and give them access to Reports.
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. 😀
I would like the report as it appears in my dashboard. it will only print one page though. any way torrent all fo them?
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.
Thanks- a do-able workaround.... thought I would be able to print it out tho!
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