The Transaction Detail Report will allow you to view transactions with details based on specified criteria. If you elect not to use the Close Out module, you can instead rely on transactional reports, including:
Transaction Detail Report
Important Note
Reports only pull transactional data from the date range that you set on the report, even if you are filtering to a specific instructor, facility, or activity.
Instructions
Sign in to Recreation Management
Navigate to the Reports tab:
Select Transaction Reports, and then select Transaction Detail:
Note:
You can also use the Search bar to find the Transaction Detail report easily.
If needed, apply filters and fields:
From/To: Create a date and time range
Filters: Apply Transaction, GL, User, Activity, Reservation, Add-On/Discount, and/or Instructor Filters
Fields: Apply Transaction, Activity, Participant, Payer, Facility/Rental, and/or Prompt Responses fields
Click Refresh to activate filters:
Note:
If you do not want to apply filters, just click Refresh with no selected filters.
View the Transaction Detail report:
If desired, select an Export option:
