Finance Reports

Learn how to report on transactions and funds received

Articles

Transactions Report
The following report will allow you to report what products members have purchased and whether or not these members are paid or unpaid. To access this report, select the Reports tab and select the Finance area. From there we will configure a T...
Promo Code Discount Report
If you are offering Promo Codes as part of your registration process, you can use a Transactions Report to report on any transactions that have applied a Promo Code as part of their purchase, including the amount discounted from each transaction. T...
Active Kids Vouchers (AKV) Report
Organisations wanting to see information related to the active kids vouchers in regards to their transactions can do so via the TRANSACTION REPORT . This report can be run at any level which has active kids vouchers enabled. 1. Log into your organ...
Funds Received Report
The following report will outline the key Fields required to generate a Funds Received report, so that you can reconcile funds received from participants with what appears on your organisations bank statement.   To access this report, select ...
Quick Report | Funds Received
The Quick Report: Funds Receive option is an easy way to identify Funds Received based on Date Funds Sent or Distribution ID. When running the report, the user can choose to use one or both input options to generate the report. To access this re...
Quick Report | Transactions
The Quick Reports: Transactions option allows administrators to generate a quick and easy summary of the transactions that have been processed through their Passport database by Payment Date. To access this report: 1. On the left-hand menu, c...
Additional information on items purchased with product
Reporting on additional items purchased with a certain product The following report will allow you to find the information that was attached to a certain product that members purchased. For example if a member purchased a club fee but you had an a...