Revenue Reports: How to Check Transaction History

Introduction

eDirectory's Revenue Reports provide a comprehensive overview of account activity, enabling site managers to access the complete transaction history for any account holder. This feature ensures you can monitor all purchases made by sponsors, including classified listings and event registrations.

Accessing Transaction History:

1. Log in as Site Manager: Begin by logging into your eDirectory admin dashboard.
2. Navigate to Revenue Reports: In the left-hand navigation menu, select "Activities" and then click on "Revenue Reports."
3. Confirm Transactions Tab: Ensure you are viewing the "Transactions" tab within the Revenue Reports section.

4. Select Account: Click on the account for which you need to review the transaction history.

5. View Transaction History: The detailed transaction history for the selected account will be displayed immediately to the right of the account listing.

Managing Transaction History:

• Delete Transactions: If necessary, you can delete a transaction history by clicking the "Delete" button located at the top left of the transaction history display.

Key Benefits:

• Complete Account Overview: Access a detailed record of all transactions for any account.
• Transaction Tracking: Monitor sponsor purchases, including classifieds and events.
• Transaction Management: Delete transactions when required.

Conclusion

eDirectory's Revenue Reports simplify the process of tracking account activity by providing easy access to transaction history. This functionality ensures site managers maintain a clear and accurate record of all financial transactions, facilitating efficient revenue management.