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Locate: Reports > Transactions
Prerequisites:
- Admin permissions or restricted permissions to View all Reports (or Transactions) and Export Data.
- The Transactions report is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.
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New to Checkfront - Products ✨ Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront. Not yet on our newest version and interested in upgrading? Please contact our Technical Support team for more information. Discover more product-related help articles here: Products (New). |
Overview
Back to topThe Transaction report enables you to view a list and total Amount of your payment transactions for a select period based on the Date of the payment; regardless, of when the booking was processed.
You can filter the report by Date or Date Range, Payment Type, Event, Staff member, Category or keyword Search.
In addition, you can customize the data Columns displayed and Export your search results, if needed.
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Learn more about your reporting options here: |
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The breakdown of Fees or Taxes is not available within this report. Please consult the Booking Sales and Booking Index reports for this information. |
Report Filters
Back to top
- Date
Back to topChoose a Date range for your report here. Options include Today, Yesterday, Last Week, Last 7 Days, Last Month, and Last 30 Days (default). There is also a Custom option that enables you to choose your own start and end dates for the report.
- Payment Type
Back to topFilter your transactions report by Payment Type such as POS, Visa, Mastercard, or Gift Certificate. Filter by one or more Payment Types at a time.
- Event
Back to topFilter your transactions based on one or more payment Events. This includes Paid, Refund, and Chargeback transactions.
- Staff
Back to topFilter your transactions based on the Staff member who processed it. Select one or more Staff members as needed.
Have a long list of Staff members? Simply, type their name in the Search field at the top of the Staff filter to quickly limit the list of options to their name.
- Category
Back to topFilter your transactions based on the inventory Category, by selecting one or more categories from the menu list.
Enter the name of the Category in the Search box at the top of the filter to find the Category you need fast if you have a long list of Categories maintained!
- Search Transactions
Back to topEnter a Search term in this field to find a particular transaction(s). For example, entering TGDP-220720 would bring up the matching booking.
- Clear Filters
Back to topClear your search and filtering by selecting the X icon within each filter or at the end of the filter row.
Remember Filters
Back to topYou can configure your personal account to retain your filter selections within most reports and features so that you don't have to repeatedly select your preferred filters.
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Learn more about your Profile Filter settings here: |
Report Columns
Back to topThe following are the default columns for the Transactions report.
- Transaction ID
Back to topThe unique identifier for the booking. Clicking on the Transaction ID opens the related booking invoice.
- Date
Back to topThe Date and time the booking was processed.
- Event
Back to topThe latest Event related to the booking - Paid, Refund, or Chargeback.
- Amount
Back to topThe total Amount of the Booking.
- Payment Type
Back to topThe Payment Type associated with the booking, for example, Visa, POS - Cash or Gift Certificate.
- User Account
Back to topThe name of the Staff member or Partner that processed the booking. The booking may also have been processed by the Customer through the website or a mobile device.
- Payment Customer
Back to topThe primary Customer or Booker associated with the booking and payment.
- Payment Provider
Back to topThe Payment Provider through which the payment was processed, where applicable. This includes third-party channels such as GetYourGuide and Viator.
- Provider Transaction
Back to topThe Payment Provider's unique identifier for the Transaction processed.
- Booking Date
Back to topThe Date of the Booking.
- Info
Back to topClick on Details to view payment Transaction Details where applicable.
- Item or Product Names
Back to topThe Names of the Items or Products associated with the booking.
- Provider Fee
Back to topThe Provider's Fee for processing the payment e.g. Stripe's processing fee.
- Payment Mask
Back to topLast 4 digits of the credit card number, where applicable.
- Name on Card
Back to topThe Names on the payment Card, where applicable e.g. John Smith.
- Partner Account
Back to topThe Partner Account name associated with the Partner that processed the booking.
- Customer ID
Back to topThe Customer account ID associated with Booker.
Click on the top of any Column to adjust the sort order of the report based on that Column.
Column Management
Back to topOver on the right side of the screen, you see an icon labeled Edit columns. This provides access to the Columns management modal.
From the Columns management modal, simply deselect any Columns you don't wish to include. Reorder Columns by clicking on the pattern of dots to the left of each one and moving it into a new position.
Export
Back to topYou can Export your transactions report using the link in the top right corner.
From Export modal, you are able to enter a name for the report and choose the output format.
- Save As
Allows you to specify the name of the Export file. By default, the file name is the name of the report. You can edit the name of the file if needed by placing focus on the Save as field and entering the desired name.
- Format
Export report to MS Excel (XLSX), CSV (Comma-separated Value), PDF (Portable Document Format) or XML (eXtensible Markup Language).
- Save To
The report can be saved to your Computer, Email, or Google Drive.
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Learn more about exporting to Google Drive here: |
- Columns
Choose to Export Visible columns or All columns (if there are columns that you have chosen to hide in the online report view.
- Max Rows
Choose to limit the maximum number of rows to Export (Max Rows) or choose to Export All Rows.
- Formatting
Use ISO Dates allows you to choose the format of dates within the Export.
- When selected, you see the format YYYY-DD-MM, for example, 2020-06-09.
- When not selected, you see the format as configured with the Date Format setting (Manage > Setup > Locale).