Org Transaction Comparisons Report

The Org Transaction Comparisons Report shows you a detailed breakdown of transactions at an organization level across all of your sites, so you can compare month-by-month performance. If you only have one site in your organization, it will just display that site’s data. Org Account Owner and Org Account Admin roles are able to view this report.

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 Financial dropdown in the left-sidebar and select Transaction Comparisons. 

You can filter the data by selecting the Transaction date and Site  filters at the top of the report. Selecting options within these filters will change the data you’re seeing in this report.

You can view both table and chart views of your Net Amount Collected across sites and times. The table and chart can be exported, sorted, or filtered by hovering over the top right corner of the chart and selecting your desired options. 

In the Net Amount Across Sites and Time chart, you can choose to change the dates that are shown in this chart by clicking on the ‘Transaction Date’ box. You can also sort the data by selecting the arrows in either a column or row.

The chart shows each site within your organization and the net amount earned for each month of the selected dates. This graph will change based on the dates you’ve chosen in the first section of Comparative Data.

Exporting, Bookmarks, 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.

If you added any filters to customize this report to your needs, you can save that filtered report as a bookmark so that you are able to access it in the future. You can bookmark the report by clicking the bookmark dropdown in the bottom right of the report and selecting Save as new bookmark.

You can also save one of your Bookmarks as the default, so that bookmarked filtered report that will open when you navigate to that specific Analytics report.

This report can be exported by selecting the arrow next to the Export Comparative 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). 

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.