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Transaction Detail Report

The Transaction Detail Report gives a breakdown of transactions entered on incidents for a specified reporting period and includes information such as the incident description, transaction description, and quantity and unit cost of labor and/or materials.

How to Run the Transaction Detail Report

  • Click on Report in the Actions menu, then click on Transactions.
  • In Step 1, identify the Reporting Period by either choosing a predefined date range from the drop down list or entering Custom Begin and End dates.
  • In Step 2, choose the type of reporting date the reporting period selected in Step 1 should reflect. For example, if you choose Last Month in Step 1 and Request Date in Step 2, the report will only include transactions on incidents that were requested last month. If you choose Last Month in Step 1 and Transaction Date in Step 2, the report will only include transactions made last month.
  • Use Steps 3 through 15 to narrow down the report by Transaction Type, Problem Type, Budget Code, Employee, etc.
  • Choose a Report Type for viewing. We are looking at the Detail Report in this example. Each report type has a different look and contains varying levels of detail. *Note: In the drop down box next to the report type, choose how you would like the report results to be sorted or grouped.
  • Select the Report Format (PDF or Excel).
  • Click Print This to run this report and open a print preview of it.

 

 

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