Transaction Detail Report

Understanding Your Transaction Detail Report

The Transaction Detail Report gives you a complete view of all payments and refunds for your event. Whether you’re reconciling accounts after a wedding, tracking Diwali party ticket sales, or auditing a corporate meetup, this report breaks down every transaction in an easy-to-read grid.

Note

This report is read-only. To process refunds or adjust payments, use the Payment Management screen.

Viewing Your Transaction Report

How to get there: Dashboard > Reports > Transaction Detail Report

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1. The report loads automatically when you open it
2. You’ll see a summary card at the top showing total transactions, revenue, and refunds
3. Below that is a sortable grid listing every transaction with columns like date, guest name, payment method, and amount

Tip

Pull down on the screen to refresh the data manually. This is helpful after you’ve just processed a batch of payments.

Filtering Your Transactions

How to get there: Same screen, scroll to the Filters section

1. Tap Date Range to narrow results to a specific period (e.g., last 7 days, last month)
2. Select Event if you run multiple events and want to see transactions for just one
3. Choose Payment Status to show only successful payments, pending, or refunded transactions
4. Tap Apply to update the grid

The grid automatically updates—no page reload needed.

Tip

For a wedding with staggered guest list additions, filter by date range to track when payments came in. This helps you spot payment trends and follow up on pending guests.

Reading the Transaction Grid

The grid shows one row per transaction. You can:

• Tap a row to see the full transaction details (guest contact, payment ID, notes)
• Scroll horizontally if you’ve enabled extra columns (like transaction ID or payment gateway)
• Sort by any column by tapping the column header (most common: sort by date or amount)

Next Best Action

After reviewing your transactions, most organizers:

• For discrepancies: Contact our support team with the transaction ID
• For reconciliation: Export the report (if your plan includes it) and match it with your bank statement
• For refunds: Use Payment Management to process them

Controlling Visible Columns

How to get there: Same screen, tap Columns (gear icon in the controls section)

1. A popup shows all available columns (Date, Guest Name, Amount, Status, etc.)
2. Toggle each column on or off
3. Tap outside the popup or Done to apply your choices

Your column preferences are saved and will appear the next time you open the report.

Tip

For a college fest with hundreds of registrations, hide columns you don’t need (like payment gateway) to focus on amount and status. This makes the grid easier to scan.

Paginating Through Large Reports

If your event has many transactions (weddings with 500+ guests often do), the grid shows results in pages:

1. View current page info at the bottom: “Showing 1–50 of 247 transactions”
2. Tap Next to load the next page of 50 transactions
3. Tap Previous to go back
4. Jump directly to a page by entering a page number

Caution

Pagination resets your scroll position. Make note of transaction IDs before navigating to another page.

No Transactions Found?

If you see an empty state, it means no transactions match your current filters:

• Check your date range — are there transactions in that period?
• Verify the event selection — did you pick the right event?
• Review status filters — did you accidentally hide successful payments?

Tap Refresh to reload the data, or adjust your filters and try again.

Tip

For a Diwali party where guests paid via UPI, filter by “Payment Status: Successful” to exclude failed attempts and see only confirmed money.