Daily Transactions Report

OVERVIEW

The Daily Transactions Report records daily financial transactions for the date selected.

REPORT FILTERS

DATE	Select a date. Default is the current date.
CHARGE GROUP(S)	Choose from Select All or individual charge groups. Default is Select All.
CHARGE CODE(S)	Choose from Select All or individual charge codes. Default is Select All.
SORT BY	Choose from Charge Group, Charge Code, Revenue, MTD, or YTD.

REPORT OUTPUT

The Daily Transactions Report can be printed or exported via CSV, and it will appear in the Reports Inbox as pictured in the section below. You will see the following fields on the report:

DATE: Date selected
TRANSACTIONS: Number of transactions for the date selected
REVENUE: Revenue for the date selected
MTD: Month to date revenue
YTD: Year to date revenue
Group: Charge group
Code: Charge code
Transaction #: Number of transactions for the charge group
Revenue: Revenue for the charge group
MTD: Month to date revenue for the charge group
MTD Last Year: Month to date revenue for the charge group for this date last year
% Variance: Percent variance between month to date revenue this year vs. last year
YTD: Year to date revenue for the charge group
YTD Last Year: Year to date revenue for the charge group for this date last year
% Variance: Percent variance between year to date revenue this year vs. last year

REPORTS INBOX

PRINT REPORT

CSV EXPORT