Transactions Summary report
Consolidated charges, payments, and credits.
Overview of all transaction types in the selected period.
Open this report
Reports → find Transactions Summary 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.