Transactions Report

The Transactions Report shows you a detailed breakdown of transactions at an organization level across all of your sites, or at the site-level. If you only have one site in your organization, it will just display that site’s data.

Terminology Updates

  • "Net Allocated Amount Collected" is now called "Allocated Net Amount" in LeagueApps Analytics.
  • "Transaction Fees" is now called "Allocated Fee Amount" in LeagueApps Analytics.
  • "Net Total Amount Collected" is now called "Total Net Amount" in LeagueApps Analytics.

Navigation, Filtering & Sorting

To view this report, navigate to the Reporting icon and select the Reports option under the Analytics header. Then, navigate to the left-sidebar and select Transactions

You can filter the data by selecting options from the filters at the top of the report. Selecting options within these filters will change the data you’re seeing for the top chart of this report:

  • Transaction Date
  • Transaction Type
  • Site Name
  • Program Type
  • Program State
  • Program Name
  • Sport
  • Season
  • Transaction Id
  • Bank Transfer Id
  • Registrant Current Role
  • Member Full Name
  • Member Email
  • Product Name

If applicable, you are able to select multiple options under Site Name, Sport, Season, and Program Name to hone in on targeted insights.

Any of the columns can be sorted by selecting the arrow in the column title, and choosing which sort option you would like to use.Org Transaction Filters.png

Beneath the transactions chart, you are able to view high-level summary numbers based on the filters you chose at the top of the report:

  • Sum of Allocated Amount: the total amount paid on a single transaction
  • Sum of Allocated Deducted Fee Amount: the amount that went to fees on a single transaction
  • Sum of Allocated Net Amount: the amount netted on a single transaction
  • Sum of Invoice Total Amount: the total amount due on the invoice (container level if it's multiple invoices at once)
  • Sum of Invoice Outstanding Amount: the amount outstanding on the invoice (container level if it's multiple invoices at once)
  • Sum of Invoice Paid Amount: the total amount the invoice (container level if it's multiple invoices at once) container invoice

Org Transaction Summaries.png

Exporting, Sending, and Scheduling

These charts can be exported or filtered by hovering over the top right corner of the chart and selecting your desired options.

This report can be exported by selecting the arrow next to the Export Transactions tab in the bottom left corner of the screen, and you can also schedule or email reports by clicking the three horizontal lines then selecting Schedule export or Send now.

You can choose to schedule exports at specific days and times, and with specific conditions (e.g. only if new data has occurred). 

Schedule Send Conditions.png

You can then choose email addresses—whether they’re part of your organization or not—to send it to, and the cadence you would like the export to occur at. Depending on the report or dashboard, you can export the data as CSV, Excel, or PDF. 

Schedule Send File Type and Days.png

Click here to learn about the other reports available in LeagueApps Analytics.

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