The Transaction Details Report provides detailed information on collected payments, refunds, and adjustments during the reporting period. This report is useful for reconciling your end-of-day transactions.
Before you begin
Users must have the analytics_transaction_details_report permission added to a role to access this report in Analytics.
Note: To learn more about accessing and scheduling this report, see our Analytics Guide.
The Transaction Details Report consists of the following:
Report Info Tab
The Report Info tab serves as the cover page for the report and displays the Hospital Name and Hospital Location. It also shows the reporting date/time range and the report creation date.
Glossary Tab
This report does not contain a glossary tab at this time.
Transaction Details Tab
The Transaction Details tab includes the following information:
Time: Date and time of the transaction
Account ID
Client
Patient ID
Patient Name: Displays multiple names if the client paid for multiple pets’ visits
Last Status: Displays multiple statuses if the client paid for multiple pets’ visits
Invoice ID: Displays multiple invoices if the client paid for multiple pets’ visits
Transaction Type: Payment, Deposit (Pre-Payment), Refund (Account Deposit), or Refund (Invoice Payment)
Transaction Method: Cash, Credit, Check, etc.
Credit Card Type: Visa, MasterCard, Discover, etc.
Ending In: Last 4 digits of the credit card used
Entry Method: Manual vs. Gravity Payment Device
Transaction ID: Shown for credit card payments
Insurance: Shown if insurance covered a portion of the invoice
Note: Any pertinent information about the transaction
Logged in User: User who processed the transaction
Paid Amount
Refunded Amount
Voided Paid Amount
Voided Refunded Amount
Tip: Entry Method is associated with Gravity Payment Solutions. This column will display the payment device name (e.g., Clover) if a credit card is processed through a device, or “Manual” if the credit card was entered manually. For hospitals that do not use the Gravity integration for credit card processing, this column will remain blank.
Submit feedback
Have ideas about the Transaction Details Report? In the in-app chat, select Ask a Question → Submit a Ticket → New Feature Idea. All feedback is submitted to the Product and Engineering teams.
Still need help?
Contact support via live chat or email: [email protected].