This report is for branches and organizations, it allows you to view the list of member transactions by organization.
Filter options for the Transactions report are:
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, or select All. (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:
Show Transactions:
Payment Method:
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
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: