Demo

Transaction Lookup

How to use this report

Hide Report Options Export to Excel Print Report

CLEAR

SEARCH RESULTS

	Entity Name	Payment Type	ID	Name	Amount	Status	Confirmation Number	Account #	Exp. Date	Conv. Fee	Date	Terminal ID	Address	Email	Phone #	Clerk ID
Refund	Personal Property VPOS	MasterCard	106-261	Amy Dune	$1,670.42	Approved	5260075	6784	01/17	Fee: $3.95	04/14/2014	LK502275	123 Main St., This Town, KY	amy@gmail.com	123-456-7891	H91576
Refund	Personal Property VPOS	Visa	14-19183	Joan Smith	$870.42	Approved	9060075	7650	07/15	Fee: $3.95	04/14/2014	LK502275	123 Main St., This Town, KY	joan@gmail.com	123-456-7891	H91576
Refund	Personal Property VPOS	Visa	14-232	Andy Trane	$270.42	Approved	1460075	3645	11/16	Fee: $3.95	01/18/2016	LK502275	123 Main St., This Town, KY	andy@gmail.com	123-456-7891	H91576
Refund	Personal Property VPOS	MasterCard	14-232	Thomas Burke	$260.42	Approved	9460075	6421	01/17	Fee: $3.95	04/14/2014	LK502275	123 Main St., This Town, KY	tom@gmail.com	123-456-7891	H91576
Refund	Personal Property VPOS	MasterCard	14-232	Eli Rubin	$190.42	Approved	5260075	1647	03/21	Fee: $3.95	04/14/2014	LK502275	123 Main St., This Town, KY	amy@gmail.com	123-456-7891	H91576
Refund	Personal Property VPOS	MasterCard	14-232	John Smores	$1,670.42	Approved	7960075	8634	01/17	Fee: $3.95	04/14/2014	LK502275	123 Main St., This Town, KY	amy@gmail.com	123-456-7891	H91576
Refund	Personal Property VPOS	Visa	14-232	John Doe	$1,670.42	Approved	5110075	4567	01/17	Fee: $3.95	04/14/2014	LK502275	123 Main St., This Town, KY	amy@gmail.com	123-456-7891	H91576
Refund	Personal Property VPOS	MasterCard	14-232	John Doe	$1,670.42	Approved	5260075	8743	01/22	Fee: $3.95	04/14/2014	LK502275	123 Main St., This Town, KY	amy@gmail.com	123-456-7891	H91576
Refund	Personal Property VPOS	MasterCard	14-232	John Doe	$1,670.42	Approved	1570075	9431	01/17	Fee: $3.95	04/14/2014	LK502275	123 Main St., This Town, KY	amy@gmail.com	123-456-7891	H91576

Transaction Lookup Report

Purpose: The Transaction Lookup report shows the credit, debit, eCheck, and wallet payments that were conducted during the chosen date range for the selected department(s).

How to generate your report:

Select the department(s) you are requesting data. One or multiple departments may be selected.
Enter the start and end dates. A date can be selected by clicking inside the field or entered by using the keyboard.
(Optional) Entering a “Transaction Amount” will allow the report to search for transactions equal to that number.
(Optional) “Confirmation Number” will allow the user to limit the search to payments with a specific confirmation number.
(Optional) Entering the last four (4) digits of an Account Number will generate a report for that specific card.
(Optional) In order to generate a report with specific payment methods, including card brand or eCheck, choose from the “Payment Method” dropdown list.
(Optional) Choose the transaction’s status by using the “Payment Status” dropdown list.

a. Choose “All” to view all payment status.
b. Choose “Approved” to report only transactions that were accepted by the card company or eChecks approved by the bank.
c. Choose “Declined” to view only transactions that were rejected by the card company.
d. Choose “Original Refund Trans” to view only refunded transactions.
e. Choose “Voided” to view only voided transactions.

(Optional) Use the Transaction Types dropdown list to choose the transaction's status.

a. Choose “View Online” to have the report appear in the browser window. Date ranges that exceed seven days will not be available online; user will be required to select “Download” or “Email”.
b. Choose “Download” to have the report generated as an Excel file
c. Choose “Email” to have the report sent to your default email address as an Excel file. If the email does not appear in your inbox, please check your junk/spam folder.

(Optional) Enter “First” or “Last Name” in order to limit search by payers’ name.
(Optional) Enter a “Payment Identifier” in order to search by exact accounts.
Choose how to view the report by using the “Report Output” dropdown list.

a. Choose View Online to have the report appear in the browser window.
b. Choose Download to have the report saved to your computer as an Excel file.
c. Choose Email to have the report sent to your default email address as an Excel file.

Click RUN REPORT to generate this report, or click on “Clear” to return all fields to their default state.
(Optional) “Confirmation Number” will allow the user to limit the search to payments with a specific confirmation number.