Transaction Report Question

[SHAYNE]

So I would like to run a report with just the info displayed on Transaction Summary , not all the extra columns that are exported in the csv file. Any help?

[Tom]

Hey @SHAYNE, thanks for surfacing.

At this time, the option to export a CSV with only the transaction summary (e.g. payment type, time, description, and amount) isn't available.

For now, you'll have to download the Transactions CSV and then you can select/delete any unneeded columns from the file.

I can see how having the ability to select exactly which information you need directly from the dashboard would be a huge time saver. I'll share your experience with our product liaison team.

We appreciate your patience as we continue to improve, and feel free to reply if anything else comes up.