In this article:

• Where is it?
• Adding and removing columns
• Filtering the list
• Exporting the list
• Saving custom reports

Where is it?

Once you’ve enabled payments for your event, you’ll find the Transactions List in the Accounting tab:

The Transactions list is a record of your event’s payment transactions. You’ll find:

• Credit card payments
• Credit card refunds
• Check or money order payments
• Other manually-posted balance adjustments

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Adding and removing columns

By default, the Transactions List contains these data columns:

In the Columns tab, you can add, remove, and re-order columns:

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Filtering the list

By default, the list is in date order, most recent first. The Filter tab lets you locate specific transactions quickly:

You can filter the list by one or more of these criteria:

• Company: Use this filter to see all transactions posted for a particular company.
• First/Last: The name on the Attendee record where the transaction was made
• Payer First/Last: The name on the credit card that was used to pay
• Tx ID: MeetMax applies this ID to each transaction. Then we transmit it to your payment processor so you can reference it there.
• Status: S = Success, F = Fail, P = Pending, V = Void
• Processor's Tx ID: Your payment processor assigns this ID to each transaction. Use this column if you want to reference this ID in MeeetMax.
• Tx Type: This filter lets you isolate specific types of transactions.
• ID/Attendee ID: The Attendee record ID number in MeetMax
• Live Mode: This filter lets you display transactions that were made in either Live mode or Test mode.
• Discount Code: This filter lets you find all transactions made under a specific discount code.

You’ll also have access to your custom form fields in the Filter tab.

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Exporting the list

You might want to export your Transactions List in spreadsheet format. You can export the full list, or customize the columns and filters to create a specific report.

When you have the list displaying the data you need, head to the top right corner of the page. Click Excel:

You can open the downloaded in any spreadsheet software.

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Saving custom reports

If you have a customized view that you want to access later, head to the Custom Reports tab.

Give your report a name, choose whether to share it with your team, and click Save:

You can then access your custom report any time.