Transaction Listing Report

The Transaction Listing report provides you with a list of transactions based on filters (Search Criteria) you select.

Get to this report from 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 including tax, if collected.
  • 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 a frequently used report for quick and easy access! Click the Heart iconnext to a report name to change the heart to red and add the report to your Reports menuMy Reports.

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. In addition, you can filter for a specific family or class.

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 (if collected) 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!