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Detail TRXN Report

The Detail TRXN Report is similar to the Transaction Report in that it shows all transactions for a given range. The difference is that the Detail TRXN report shows anything that was entered in the Description box on a transaction.

When running a Detail TRXN report, you'll select your date range, location(s), practitioner(s), and Transactions from the menu at the top, then click Search:

Detail TRXN.png

The report can be downloaded to a CSV if you'd like to sort your data. 

The Detail TRXN report does NOT show check-ins for the date range. For that you'll need to run an Appointment Report. 

 

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