The Transaction Summary report gives you a summarized order list with totals, balances, and paid amounts — useful for a quick financial overview filtered by user, location, and date.
Where to Find It
Reports → Financial Reports → Transaction Summary
What This Report Shows
Order number, type, and status
Total, total with fees, and total excluding tax
Client name and addresses
Invoice balance due and amount paid, plus card fees
Filters You Can Apply
Date type — match the date range against the creation, start, end, convert, or event date
Date range — the period you want to review. A single report can cover up to about 13 months at a time; to review a longer span, run consecutive ranges and combine the exported files in Excel.
Order type, order status, and client
Minimum amount, amount range, and minimum item count
Location — if your company has more than one location, you can limit results to specific locations. (Single-location accounts won't see this filter.)
⚠️ What This Report Already Filters Out
Note what this report leaves out automatically:
Order templates and deleted orders are excluded.
Only completed or pending payments count toward the paid amount.
Exporting
You can export the report to Excel, CSV, or PDF. Larger reports are generated in the background — you'll be notified when the file is ready to download.
Need Help?
If you have questions about the Transaction Summary report, contact us at [email protected].