Merchant Transactions Report or Transactions Report

Created by Alex Savchuk, Modified on Fri, Mar 15 at 7:10 PM by Alex Savchuk

The merchant Transactions Report gives details of all credit card transactions like captures, refunds, cancellations, and authorizations all done within innRoad, between a specific date range. 

This report will look slightly different depending on which version of the Reports Module your system is currently running.  The content of the Reports will be the same whether you are on Version 1 or Version 2.

Click here to understand "What Version do I have?"

The initial selections for your report look different, but everything that is available in V1 is also available in V2.

V1_and_V2.jpg

You have the option to select - 

  • Date Range,
  • Transaction Status of Payment Methods,
  • and single user or All Users.

Additionally, with Version 2

  • Sort by options,
  • Include Order ID or Authorization Code, and
  • exclude Zero Balances.

The results of these reports will have the same information - 

  • a Reminder of your Search criteria on the top,
  • a summary of the data, and
  • a detailed list of the data.

Top_and_summary_of_V1.jpg

Top_and_Summary_of_V2.jpg

Each version has numerous pages that follow with the details of the report.  Each version will also give you the opportunity to export and print the report.

Screenshot_2022-10-24_100149.jpg

With Version 2, if you Save the particular criteria of this report (Saved Report - Version 2 only), you can later add it to a Batch Report - Version 2 only and email it.  

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