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Transactions Report

Overview

The Transactions Report provides a list of any transaction that has been tracked by Trackfinity. In this report, you will be able to view specific details about any transaction, including dollar figures, transaction type, and various transaction identification information. This helps to ensure that all transactions undertaken have been reflected in Trackfinity, that all additions and deductions to the total transaction amount are accurate, and that your affiliate payouts are accurate as well.

Filters

Data Table

The Transactions data table displays various statistics related to customer transactions, including:

  • ID/Date - transaction ID used to track transaction statistics in Trackfinity as well as the date on which the transaction occurred
  • Type - type of transaction that took place. Includes rebills, initials, trials, refunds, etc.
  • Affiliate - username of the affiliate who receives credit for this transaction
  • Customer - username of the customer who underwent the transaction
  • Commission/Offer - applicable commission and offer associated with this transaction
  • Amount - total dollar amount that the transaction cost
  • Payouts - includes "Affiliate", "Referral", "Affiliate Manager", and "Other". This displays a dollar figure of how much you paid out for each transaction to an affiliate, referring affiliate, Affiliate Manager, and/or other payouts.

Clicking any customer username in the table will bring you to the Customer Details page, where you can view any stored information about that specified customer. You can also sort each column in this table by clicking the column title. This will sort the table by that column by descending values.

Downloading data

You are able to download the generated statistical data in CSV format or print it right from the browser screen. To download your data set, click the "CSV" button top right on the screen (next to "Generate Report").