Transactions Report

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:

  1. Navigate to Registration > Transactions from the Navigation Menu
  2. Click the Export button on the right-hand side