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How to create a transaction report

in Reports Tags: ReportsTransaction Reports

To see transactions made through Rezgo, you can create a Transaction report.

1. Navigate to Reports in the main menu. Under General Reports, click Transactions.

2. Before you generate your report, specify a date range by clicking the date field. You can choose from This Month, Last Month, Last 6 Months or a Custom Range of dates. This Month includes the current calendar month to date, not the last 30 days.

3. Click Apply to save your date range.

4. As needed, filter by payment method types, users, desks, and flags such as front-end or back-end, successful or failed, charges or refunds. You can also include order payments in the flags field.

5. Click Generate Report.  If the results include fewer than 5000 rows, this will bring up all transactions that meet your search criteria.

At this point you can manage the fields of your report, print it or export it to an Excel .csv file.


If the results include more than 5000 rows, you will be prompted to export the report when it completes.  You can open the exported report in any program that supports .csv files, like Excel.

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