ServEaseDocumentation

Transaction Totals report

Totals by payment source.

Compare collected amounts by gateway and spot collection gaps.

Open this report

Reports → find Transaction Totals in the library → Open report.

Or use the direct path from the reports hub card.

Typical filters

Most reports support:

  • Date range — limit rows to a period
  • Location, team, or service — where applicable on this report
  • Export — download CSV for spreadsheets

Exact filters vary by report; use the filter panel on the report page.

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