Article Details
Introduction
This report provides a list of all invoices completed by a user during a specified time frame.
Getting Started
To access the Transactions by User report, navigate to Book Icon » Reports » Transactions by User.
Report Parameters
| Parameter | Description |
| Choose a User | Select which user to review from a drop-down list of all users in the instance. |
| From | Select to view invoices that were completed on or after the selected date. |
| To | Select to view invoices that were completed on or before the selected date. |
| Export to Excel? | Check this box to export the report results to Excel. |
Report Output
Report Output
| Output | Description |
| Invoice | Clicking on the invoice ID redirects the page to the invoice. |
| Date | This is the date attached to the reservation and invoice. |
| Owner | The owner to which this invoice is linked. |
| Description | This pulls from the no payment notes. |
| Payment Method | |
| Total | |
| Status | Open invoices have outstanding balances or actions that need to be completed. |
Export and Print the Report
To get a PDF version of this report, first, generate the report, and then click the green "Export to PDF" button at the top of the report. If you'd like to export to a CSV file, check the box "Export to Excel?" in the report parameters at the top of the page.
Related Resources
- Invoices Topic Outline
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