The bank transfers report pulls information on your payouts, including fee breakdown and refunds.
To pull this report, follow these steps:
Go to Financials > Banking
Select a date range (optional)
click into the date range at the top to open the calendar
use the right and left arrows to select the date range or the shortcuts on the bottom
Click Download Reports toward the top right
Select Bank Transfers Report. Your bank transfer records will generate with the most recent completed transfer at the top
In this report, you will see the following in an excel sheet:
Paid Date
Transfer ID
Transfer Status
Created Date
Order ID
Order Description
Client Name
Client Email
Locations
Activities
Schedules
Membership Plan
Type
Gross
Fee
Total
NEW as of 11/27/23, we've included additional reporting options to explore Bank Transfer data. You'll now have the ability to view high level summary data for each Paid and In Transit payout, view net revenue amounts deposited by month and date, and drill down specific details found in our Bank Transfers report. Learn more about these improvements found in our new Reporting Dashboards 2.0.