The Checking Account Transaction report allows you to see successful eCheck transactions filtered by transaction type and date.
The Checking Account Transactions report can be found in the Payment Gateway Reports section of the Financial Dashboard.
- Select the sections of the database for which you would like to view checking account transactions
- Select the enrollment years for which you would like to view transactions
- Select transaction types to include on the report
- Use the slider to set a specific transaction amount range
- Enter a date range,or leave blank to search all dates
- Click Run Report