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.