The Transaction Listing report provides you with a list of transactions based on filters (Search Criteria) you select.
You can find this report under the Transactions (menu) > Transaction Reports > Transaction Listing Report.
- Customize a report with a listing of transactions sorted by Family/Account and Transaction Date for a specific date range.
- View totals for debits, credits, and net payments (payments less refunds). Payment totals will reconcile with all other Revenue Reports.
- Provide this report to your accountant, they refer to this as a ledger.
Save this as a frequently used report! Click the heart (icon)
next to a report name, the heart will change to red
and the report will be listed under the Reports (menu) > My Reports for quick and easy access!
Business Scenario
You would like to determine how much tax was billed during the month of October. To create this report select these Search Criteria: Date From 10/1/2019 Through 10/31/2019.
The report results will show all transactions, including taxes, by family members for the specific date range selected.
Search Criteria
You can filter the report using any or all of the available Search Criteria and Jackrabbit will compile a report of families who meet ALL of the criteria chosen.
This report can be viewed/saved to PDF, Excel, HTML, Word, Text, and Tiff format.
Report Results
You will be able to view the Transaction Listing, with taxes shown in a separate column, for the families in your database during the specified date range.
This report format is a favorite of accountants and bookkeepers!
