While all transactions can be viewed in the Entegy CMS, you may wish to export this into a workable excel spreadsheet.
This report will provide an export of the relevant information including:
- Invoice ID number
- Registration time and date
- Parent Profile Name (main registrants name)
- Parent Profile's Internal Reference
- Transaction Status
- Payment Method
- Amount (exc. Tax)
- Tax Amount
- Total Amount (Amount + Tax)
- Refund Notes
Please note
If you require further attendee information in this report, you can use the Internal Reference numbers to combine the Transactions Report with a standard Profile Attendee Data Export.
To export a Transactions Report:
- Navigate to Registration > Transactions from the Navigation Menu
- Click the Export button on the right-hand side