Transaction Receipt

Reports > Transaction > Transaction Receipt

Point of Service > Sales > Printer Icon

Students > Student Management > (Student) > Transactions > Printer Icon

Staff > Staff Management > (Staff) > Transactions > Printer Icon

The Transaction Receipt report is used to report on the details of single transactions.

1. Name - enter a report name
   Default: Transaction Receipt

2. Output - select output format (Csv, Excel, Html, Json, Pdf (default))

3. Template - select a report template

4. Reset - click to reset to default options

5. Building - filter by building

6. Date - filter by transaction date

7. Payment Item - filter by payment item

8. Minimum Payment Amount - enter minimum payment amount. Note: Payment Item must be selected first.

9. Save as Template - click to save the selected filters and columns as a template
   

1. Name - enter a template name

2. Public - check to make the template available to other users

3. Security Roles - select the security roles that can access a Public template

4. Cancel - click to return to the previous screen without saving the template

5. Save - click to save the template

10. Reset - click to reset to defaults

11. Request Report - click to request report
    Note: Report will appear in the bell icon when complete

Report Format

1. Header - notice the District Logo, Report Title, Transaction Number, Transaction Date, Created Date, and Device. Notice the Purchase information including Person ID, Person Name, School, Homeroom, and Mailing Address.

2. Notice the person information including: Identifier, POS PIN, Name, Enrolled School, Grade, Homeroom, and Current Balance.

3. Notice the transaction information including: Item, Quantity, Amount, Total per item, Transaction Total, and Payment Item and Total.

4. Footer - notice the date and time the report was requested, pages, and TITAN logo