A Transaction Detail report is a critical financial report that provides a comprehensive breakdown of financial transactions that occurred during a particular period.

This report provides detailed information on every transaction made, including the date, description, amount, and account that was affected. Businesses use the Transaction Detail report to monitor their finances and track cash flow track cash flow. This report is an essential tool for managing financial information, and it helps organizations make informed decisions based on their financial activity.

In this knowledge base article, we will explore the features and benefits of the Transaction Detail Report in more detail.

Before You Start

• Transaction Detail Report requires Manager, Admin, or Owner permission level

How to Use the Transaction Detail Report

To access the Transaction Detail Report, follow these steps:

1. From your ServiceCore Dashboard, click "Reports"
2. Click on the "View Report" button for the Transaction Detail Report.
3. Use the "Issued At" filter to see transactions from your desired date range.
4. If using Divisions, use the "Division" filter to only show transactions linked to a specific division.
5. Use the "Method" filter to limit the report to only transactions from specific payment methods.
6. Use the "Type" filter to show specific transaction types.
7. Hit the "Drop-down" arrow next to columns to sort by your desired sorting preference.

How to Export the Transaction Detail Report

If you'd like to export the report into a CSV or Excel file, follow these steps:

1. Make sure you've set up any filters to narrow results down to just the data you would like to see.
2. Scroll down to the "Details" portion of the report.
3. Hover over any area in the Details portion of the report to bring up the additional menu.
4. Click on the 3 Vertical Dots
5. Hover over the "Download >" option.
6. Select your preferred file type.
7. A download will appear with your selected file.