Transactions by User Report

Kathryn H.
Kathryn H.
  • Updated


This report provides a list of all invoices completed by a user during a specified time frame. 


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Report Parameters: 

To access the Transactions by User report, navigate to Book Icon » Reports » Transactions by User. From this page, you can adjust the following reporting parameters to tailor the report to your needs.

Report Parameters

Setting 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: 

The generated Transactions by User report will reflect the following information:

  • 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.



Exporting and Printing the Transactions by User 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.



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