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How do I use the Daily Transaction Report?
How do I use the Daily Transaction Report?
Lauren Everett avatar
Written by Lauren Everett
Updated over 2 years ago

The Daily Transaction report will provide a list of all transactions that occurred on a specific date.

This report is useful for:

  • Reviewing all successful transactions for the day

  • Viewing any failed transactions and the reason for failure

  • Managing any comp purchases, the reasons why they were comp, and what instructor initiated it.

The Daily Transaction report is located in Admin > Reporting > Sales Report. The report can be filtered by the Date and which studio.

The Daily Transaction Report contains 10 data fields

  • Time

  • Customer

  • Type - Will show if it is a payment or refund

  • Total

  • Success - Will show yes or no if the transaction was successful or not

  • Payment - what was used for the payment

  • Comp Reason - if the transaction was comp, the instructor can provide the reason why

  • Note

  • Gateway Reason - If the transaction failed, this field will show why

  • Employee - Displays which employee ran the transaction

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