How Search and Download a Detailed Transactions Report Follow
The report is very similar in functionality to the online payment history reports. The main difference is that this report searches by address rather than Payer Name. This report allows management to search for any/all transactions made online by any user or property. The report will provide a more in depth overview of all transactions, such as, department, building entity/LLC, property code, and site. As with online payment history reports, these can also be exported to excel or PDF format.
Step 1: Click on Financial Reports, then select Detailed Transactions Report.
Step 2: Select the Management and LLC/Association
Step 3: There are many options to choose from to narrow down your report. Select the options that best fit your needs.
Some examples are:
- Payment Type
- Transaction Date
Click Advanced to narrow this further.
Step 4: Click Search
The Search Results will appear as shown below.
Step 5: To download a copy scroll down to the bottom of the page. Select a Format, then click Export.
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