To get to the Browse Transactions report click on Browse Transactions from the MemberMouse menu.
The browse transactions report allows you to view all the transactions that took place on your site. Using the advanced search functionality you can search for transactions based on a...
- specific date range
- order # or member information (i.e. member ID, name, email)
- transaction type (i.e. initial payment, recurring payment, refund)
- specific product(s) purchased
- specific coupon(s) used
- affiliate IDs
You can also export the transaction data by clicking the Export button.
Note: Only Administrators will see this button. Sales and Support employees don't have the ability to export members unless specifically granted that permission by the Admin.
The way to grant permission is to log in using the Admin account, go to General Settings in the MemberMouse menu and then click on the Employees tab. Choose the account that you want to be able to export from. Then go to the Additional Permissions area and check the box next to "Allow this employee to export data". For more information about the options on Employee Accounts, you can reference this article about creating an employee account.
|Type||This column indicates the type of the transaction.|
Initial Payment or One-Time Payment - This icon indicates that the transaction is associated with the initial payment of a subscription or a one-time payment.
Recurring Payment - This icon indicates that the transaction is associated with a recurring payment of a subscription.
Refund - This icon indicates that the transaction is associated with a refund.
Test Transaction - This icon indicates that this is a test transaction. All transactions made using the test payment service and any transaction made while a payment method is in test mode are considered test transactions.
|Date||This is the date and time that the transaction took place. This date/time is translated to the local time based on the WordPress timezone settings.|
|Order #||This is the order number associated with the transaction.|
Note: You can click the order # to be taken to the full list of transactions for the member .
|Amount||This is the amount and currency associated with the transaction.|
|Name||This is the name of the member associated with the transaction.|
|Email||This is the email address of the member associated with the transaction.|
Note: You can click the email to be taken to member details.
|Affiliate||This is the affiliate ID associated with the transaction.|
|Sub-Affiliate||This is the sub-affiliate ID associated with the transaction.|
|Description||This is the name of the product associated with the transaction.|
|Service Provider||This column shows the payment provider used for the transaction.|