The Transaction Dates report lays out the logistics dates on your orders — delivery, pickup, setup, arrival, and event times — so you can review scheduling across a period.
Where to Find It
Reports → Financial Reports → Transaction Dates
What This Report Shows
Order number and start/end dates
Delivery date and time, pickup date and time
Arrival, setup, and event start/end times
Delivery notes
Filters You Can Apply
Date type — match the date range against the order start/end, arrival, setup, event, or pickup dates
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 and order status
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 orders with scheduled delivery or pickup logistics are shown, since the report is built around those dates.
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 Dates report, contact us at [email protected].