Reports
View transaction details in your browser
Open All Transactions (Detail) to browse individual transactions. You can export the page you are viewing or return to the report builder to download the full filtered report.
Before you start
- Reports → Create Report → All Transactions (Detail)
- You need reports view permission to open Reports. Creating or downloading report files also requires reports export permission.
What success looks like
- You can browse matching transactions and download either the current page or the full report, depending on the export action you choose.
Quick start
The shortest path through this area.
- 1In Create Report, choose All Transactions (Detail) and set the available date, channel, warehouse, customer, type, and status filters.
- 2Click View in Browser.
- 3Review Date, Transaction, Customer, Items, Payment, Subtotal, Tax, and Total in the Transaction Details table.
- 4Use the page controls to browse the remaining transactions.
- 5Click Export current page CSV to download only the page you are viewing. For the full report using your selected filters, return to Create Report and use Generate CSV.
- 6Click Back to reports to return to the report tabs.
Troubleshooting
Choose the symptom that matches what you see.
My export contains only one page
Export current page CSV saves only the visible page. Use Generate CSV in Create Report to download the full filtered report.
Continue with a related guide
Still stuck?
Open a support ticket. We’ll include this guide so you only need to explain what happened and where you got stuck.
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