The Excel version of the Transaction Report lets you use the power of Excel to analyze, sort, and filter transaction data.

What’s new

When you use the Transaction Report to analyze sales revenue, account payments can skew your calculations. To help, we’ve added a new setting to the Excel version of the Transaction Report —Skip account payments—that will exclude customer payments from the report results.  

To prevent customer payments from appearing in the Excel version of the Transaction Report, in the report’s Additional Settings pane, select the Skip account payments checkbox before you click Run Report or press F12.

Note: The Skip account payments setting is not selected by default.

Transaction setting Skip account payments

The Excel version of the Transaction Report is available in the Reports module.

Accessing the Excel Transaction Report

If you have questions or suggestions about this information, contact support@paladinpos.com.