This page is used to run the export process for activity transaction records.
Reports > Financial Reports > Transaction export
The following filters and options are available on the Transaction Export page, with the option to Submit at the bottom of the page:
Name of Field |
Type |
Description |
Custom Lists |
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Custom List |
Dropdown list |
Title of email recipient list, as selected from a predefined list.
Click the Preview/Edit List link to view or edit the custom lists of email recipients. |
Show additional filter options |
Checkbox |
Option to select additional filters to the custom list to fine tune the email recipient list. See Report Filters.
Selecting the checkbox will display the various sections of filter criteria (Population, Registration, Facility, Membership, Daycare, Leagues, POS).
Click the More>>> link of a particular section to expand it, allowing you to add filter criteria.
Click the <<<Less link to collapse the section.
Note: Adding filter criteria will limit the email recipient list to customers who meet all the selected criteria. For example, if an activity is added as a filter, only customers in the custom list who are registered in the activity will be included in the email recipient list. |
General |
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Activity |
Hyperlink |
The following filters are available on the Transaction Export page: Activities and Transaction Types.
To remove an activity from the list, select the activity and then click the Remove button. |
Revenue Site |
Hyperlink |
Option to filter for one or more sites by clicking the Revenue Site button and moving selected sites to the Filter box.
To remove a site from the list, select the site, then click the Remove button. |
Transaction Site |
Hyperlink |
Option to filter for one or more sites by clicking the Transaction Site button and moving selected sites to the Filter box.
To remove a site from the list, select the site, then click the Remove button. |
Payers |
Hyperlink |
To only show transactions that are paid by a specific payer, click Payers. |
Transaction Date/Time (From, To) |
Date/Time |
Range of dates and times of transactions to include in the export.
Date entered in month, day, year format or
by clicking the calendar icon Time entered in HH:MM AM/PM format. |
Private Lesson Date |
Date |
Include only transactions that are linked to private lessons that are booked within this date range. |
Options |
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Export Template |
Dropdown list |
The export template to use for the export, as selected from a predefined list of transaction export templates. |
Added or Modified Since |
Date/Time |
Option to export only records that have been added or modified since a specified date and time.
This allows exclusion of records that may have been previously exported.
Date entered in month, day, year format or
by clicking the calendar icon
Time entered in HH:MM AM/PM format. |
Show Incomplete Waivers Only? |
Checkbox |
To only show transactions that have incomplete waivers (waivers that still require a customer signature in order to be complete) in the export, select Show Incomplete Waivers Only? |
Pass / Fail Status |
Dropdown list |
To only show transactions that are associated with a pass or fail status, select Pass or Fail. |
Exclude Customers with Email Address? |
Checkbox |
Select this option to print transactions only for customers who do not have an email address on their profile. |
Include Online Transactions? |
Checkbox |
Option to include data from transactions that were created on the customer (public access) site.
Note: This option is only visible to system users who do not have a multi-site user profile. |
Output Type |
Dropdown list |
The output type or format of the export, as selected from either Comma Delimited, Tab Delimited, Fixed Length, or XML. |
Notes:
If the export template has user-defined fields that prompt for values, the system will prompt for values after clicking Submit. Otherwise, the transaction export will be run immediately.
After the export is completed, the Transaction Export Summary Report page will be displayed with a summary list of the records exported. Click view / save the report data to view or save the report data. If the results are satisfactory, click mark the records as exported to mark the records and go back to the Transaction Export page.
The Revenue Site and Transaction Site filters are enabled for this report.
and selecting
a date from the pop-up calendar.