This report is for branches and organizations, it allows you to view the list of member transactions by organization.
Filter options
Using the filter options allow you to narrow your search results. By leaving a filter blank, your report will include all options in that field.
The * indicates that it is a mandatory field.
Organization*: This is a mandatory filter - You can use the drop down or the tree to select an organization. (Selecting another MHA is permission based).
Period*: This is a mandatory filter - By default it will the period will be set to the current season. Use the drop down to select a different season if needed.
Date - Start & End: You can narrow your search by entering a time period, or leave it blank to search for all appeals in the selected season.
Payment Type: Use the drop down to filter by initial payment, refund, installment or organization credit.
Show Transactions: You can filter by only show accepted transactions, only show declined transactions or show all transactions.
Payment Method: Use the drop down to filter by the payment method - cheque, cash, credit card, manual e-transfer, external payment or funding.
Action Button
New custom report - You can create you own custom appeals report that will allow you to choose the columns that are generated.
Export excel - click to export your report
Custom Reports
To create this report, click New Custom Report. Give the report a name, and a description (optional but is useful if you want to save the custom report and use it again later). Click the box Save Filter Values if you want to save this custom report. Next, select all, or choose from the column options, then click Save.
Transactions Report Default Columns
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 Number
First Name
Last Name