My Agency > Reports > Transaction Report

The Transaction Report is used to generate a filtered report of CPO transactions. This report is accessed via the Reports page in the My Agency menu.

Filter the report data

• The Filters section is used to filter the transactions that display in the report data grid.

• The Date Ranges section is used to filter the transactions displayed in the report by different date ranges.
  • The Payment Start and End, Settlement Start and End, and Check Return Start and End fields are used to filter the report by the payment, settlement, and check return dates associated with the filtered transaction.
    • Start and end dates can be specified individually, allowing you to return all transactions before the specified end date or all transactions after the specified start date.
  • The Batch Start and Batch End fields are used to filter the transactions by the batch dates associated with the transaction.
    • These dates will be determined in part by the Batch Cutoff Time set on the My Agency> General Information page.
• The Reference section is used to filter the transactions displayed in the report by specific account details.
  • The Account Number field is used to filter the report by a specific customer account number.
  • The Member field is used to filter the report by the individual member associated with the transaction.
  • The SB Lookup field is used to filter the report by the SB Lookup num ber. This is a CivicPay ID generated and assigned by CivicPay and passed as a payment ID number into Springbrook. This number can be found in the cr_reciept.payment_id field in CR QBE or the UB Account History Payment Description field.
  • The Provider Key field is used to filter the report by the gateway provider that processed the transaction.
• The Source toggles are used to filter the transactions by the sources where the transactions originated.
• The Payment Type toggles are used to filter the transactions by individual credit card or ACH payment type.
  • If no selections are made in the Source or Payment Type toggles, all sources and payment types will be included in the results.
• The Clear button is used to reset all filters.
• Click the Apply button to filter the displayed transactions according the criteria entered above.
• Once the changes have been filtered, the specified data filters will display across the top of the page.
• Use the column headings to sort the displayed changes.
• Click the Export button to export the filtered transactions in an Excel spreadsheet or a .CSV file.