Financial Reports - Transaction Details Report

The Transaction Details report displays transactional-level detail based on specific search criteria, such as a settlement date range, reconciliation date range, processed date range, etc. This report allows you go to the next level down of reporting for your transactions by displaying detailed line-item level information for your transactions and also allows you to pinpoint them based on specific search options. You can also look

In order to access this report, please take the following steps:

  • From the Dashboard, click the Reports tab, then Financial Reports
  • From here, you will be taken to the Financial Report list; click on the 'Transaction Details' option
    • Once you are in the report, you will see a multitude of fields that you can populate in order to filter down the result set of this report.
    • If you would like to view this report outside of the Autobooks application, you can click the [Export to Excel] button

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