Transaction Reports

Transaction reports provide a detailed view of all payment activity in your GovPayPlan account.

Accessing Transaction Reports

1. Navigate to Reports in the main menu
2. Select Transaction Reports

Report Interface

Date Range Selector

Choose a preset range or custom dates:

• Today
• Yesterday
• Last 7 days
• Last 30 days
• This month
• Last month
• Custom range

Filters Panel

Filter transactions by:

Filter	Options
Status	Completed, Pending, Failed, Refunded, Voided
Payment Type	Your configured payment types
Payment Method	Card, ACH, Digital Wallet
Amount	Minimum and/or maximum
User	Staff member who processed

Search

Search across transaction ID, payer name, email, or reference number.

Report Columns

Default columns displayed:

Column	Description
Transaction ID	Unique identifier
Date/Time	When the transaction occurred
Payer	Name and email
Amount	Transaction amount
Type	Payment type category
Method	Payment method used
Status	Current transaction status
User	Staff member who processed

Customizing Columns

1. Click the Columns button
2. Check/uncheck columns to show/hide
3. Drag to reorder columns
4. Save as default (optional)

Working with Results

Viewing Details

Click any transaction row to open the full transaction details.

Bulk Actions

Select multiple transactions to:

• Export selected
• Resend receipts
• Add tags

Quick Stats

The report header shows:

• Total transactions
• Total amount
• Success rate
• Average transaction

Saving Reports

Save Filters

Save your filter configuration for reuse:

1. Configure your filters
2. Click Save Filters
3. Name your saved filter
4. Access from the Saved Filters dropdown

Scheduled Reports

Automate report delivery:

1. Configure the report
2. Click Schedule
3. Set frequency and recipients
4. Choose export format

Common Report Scenarios

Daily Settlement Report

• Date range: Yesterday
• Status: Completed
• Export to: CSV

Failed Transaction Review

• Date range: Last 7 days
• Status: Failed
• Sort by: Date (newest first)

Monthly Revenue by Type

• Date range: Last month
• Group by: Payment Type
• Export to: Excel

Related Topics

• Reconciliation - Match with bank records
• Exporting Data - Download reports
• Processing Refunds - Refund from reports