The Transaction Export report gives you a general export of transaction information — a flexible list of orders with key details — handy for sharing or working with the data elsewhere.
Where to Find It
Reports → Financial Reports → Transaction Export
What This Report Shows
Order number and key dates (creation, start, or event)
Client name and order type
Payment status
Filters You Can Apply
Date type — match the date range against the creation date, order start date, 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 and payment status
Generate review links — optionally include shareable review links
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.
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 Export report, contact us at [email protected].