Reports - Transactions

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 allows you to narrow your search results. By leaving a filter blank, your report will include all options in that field.

* 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 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 showing 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.

Open

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

Open

Custom Reports

You can create a custom report using any combination of the default columns listed below.

To create this report, click New custom report from the Action button, or the New custom report button located at the top of the search result display.

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

1. Type

2. Invoice Number

3. Payment Reference

4. Invoice Amount

5. Origin

6. Transaction Date

7. Provider

8. Merchant Account

9. Amount

10. Payment Status

11. Payment Method

12. Invoice First Name

13. Invoice Last Name

14. Identity Email

15. Invoice Status

16. HCR Number

17. First Name

18. Last Name

Search Results

In each of the columns, you will find a sort option with a directional arrow letting you know which way the sort is going in.

The blue arrows allow you to move from left to right when viewing the columns of your report.

Click on the Show box to change the amount of lines visible in your search results.

Exports

You can export your reports by 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.

A history of your exported reports can be retrieved from the Exports menu.

Tips

When using any of the filters for your search, the system will save your most recent options. to clear your search history, either click Clear, or click on Reset filters.

There will be times that your report is too large to display on the screen. A message will appear - Your report is too heavy, click here to download the complete report. Click on it, and you can view the full report from the export.