This report is for branches and organizations, it allows you to view the list of member transactions by organization.
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Filter
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Options
Using the filter options allow allows you to narrow your search results. By leaving a filter blank, your report will include all options in that field.
Fields marked with an * are mandatory
* Organization: You can use the drop down or the tree to select an organization. (Selecting another MHA is permission based).
* Period: By default it will the period will be set to the current season. Use the drop down to select a different season if needed.
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Show Transactions: You can filter by only show showing accepted transactions, only show declined transactions or show all transactions.
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Type
Invoice Number
Payment Reference
Invoice Amount
Origin
Transaction Date
Provider
Merchant Account
Amount
Payment Status
Payment Method
Invoice First Name
Invoice Last Name
Identity Email
Invoice Status
HCR Member ID Number
First Name
Last Name
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The blue arrows allow you to move move from left to right when viewing the columns of your report.
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You can export your reports by click clicking on the Action button and selecting Export Excel, or from the export button located at the top of the search display results. Using the export button, you can export to CSV or Excel.
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There will be times that your report is too large to display on the screen. A message will appear - You Your report is too heavy, click her here to download the complete report. Click on it, and you can view the full report from the export.
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