Batch Report

The Batch Report is a sales report that displays a list of all credit card transactions processed together in a batch during a selected date range.

This article describes how to view the Batch Report and provides details of the columns that appear in the report. To learn how to customize and filter the report, see Viewing a report.

NoteThe Batch Report might not accurately reflect the deposits received from the processor due to a variety of reasons such as when the transaction falls outside the default batch period or when next day funding is enabled. For more information, see FAQ: Why does the Batch Report not accurately reflect the deposits received.

NoteRefunded transactions aren’t included in the Batch Report. To view refunded transactions, see Refunds Report.

In this article:

    To view the Batch Report:

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Reports. You can filter the list by entering Reports into the Search field.
    4. On the Reports menu, click Sales.
    5. On the Sales menu, click Batch. The Batch Report is displayed.

    Summary cards in the Batch Report

    Summary cardsDescription
    Total RevenueThe total amount of revenue generated including taxes during the selected date range.
    FailedThe total amount from failed transactions during the selected date range.
    Failed PaymentsThe total number of failed payments during the selected date range.
    TransactionsThe total number of transactions during the selected date range.

    Headings in the Batch Report

    IDThe transaction ID for the processed transaction.
    DateThe date and time the transaction was processed.
    ClientThe name and email of the client who made the transaction. Details such as pass status, waiver status, contract status, special notes, unpaid visits, and account balance are denoted by small icons.
    PurchaseThe name of the item purchased.
    Payment TypeThe type of payment method used to process the transaction, along with the last four digits of the card used.
    Credit Card TypeThe type of credit card used for the transaction, such as Mastercard or Visa.
    StateThe current status of the transaction.

    The list of transaction status includes:

    • Authorization error – The credit card authorization was unsuccessful.
    • Authorized successfully – The credit card authorization was successfully processed.
    • Error during refund – The refund was unsuccessful.
    • Failed – The transaction was unsuccessful.>
    • Processing – The transaction is being processed by the gateway.
    • Refund – The transaction is a refund for a prior successful transaction.
    • Refunded partially – The transaction was partially refunded.
    • Successful – The transaction was successfully processed.
    • Voided – The transaction was successfully canceled before the batch closed. For more information, see Transaction batches and refunds.
    • Waiting for settlement – The ACH transaction is being processed and will take up to 14 business days to settle.
    DebitThe value of the debit transaction.
    CreditThe value of the credit transaction.
    SurchargeThe value of the surcharge on the transaction.
    UserThe name of the staff member who processes the payment. Actions that weren’t performed directly by a staff member such as automated billing are listed as automatic payments. Hover over the name to view the IP address of the user.
    ActionsAn expandable menu that allows you to view or edit the transaction details, issue a refund, void the transaction, view the invoice, or view, print, or email a receipt.

    NoteStaff members must have the required client permissions to perform these actions. For more information, see Staff role permissions.

    Advanced filters in the Refunds Report

    Payment MethodUse this filter to determine which sales to include in the report based on the payment methods used.
    Transaction StatusUse this filter to determine which transactions to include in the report based on their transaction status.
    LocationsUse this filter to determine which locations to include in the report.

    You can also use this filter to view purchases clients are making online. For example, if one of your business locations is named Location A, there will be both a Location A filter and a Location A Online filter available. The Location A filter will filter for sales made by staff members through the Elevate Staff App or who are signed into Location A for clients whose home location is Location A. The Location A Online filter will filter for purchases made through the Client Web App or the Achieve Client App by clients whose home location is Location A.

    Credit card typeUse this filter to determine which transactions to include in the report based on the type of credit card used to complete the transaction.


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