Below are instructions to view or download an itemized transaction summary or itemized payment summary using Revenue Report

1. From Organization Dashboard, click Financials tab
2. Click Revenue report
3. Click By check or By event
  • Note: It is advisable to use By Check to view payment information from ACTIVE (By Event tab includes data for offline entries, paid by cash/check)
  • By Check displays all payments from ACTIVE Network to your ACTIVEworks Endurance account. This view includes itemized accounting details, which can be sorted by Account, Event, and Date. 
  • By Event displays financial details respective to specific events. This view includes itemized accounting details per event, which can be sorted by Account, Event, Payment Types, and Date. 
4. (Optional) Adjust Filter by Account 
5. Select dates
  • Note:  Data will be retrieved for your selected dates in the agency time zone (except for payments from ACTIVE, which will be retrieved for your selected dates in the GMT time zone). In the downloaded report CSV file, all dates and times are in the GMT time zone.
6. Click Update to generate financial data
  • Note: No initial data will be displayed by default
7. (By Check only) Click Check/Direct Deposit Number to download Payment Statement PDF
  • Note:  Check/Direct Deposit Numbers are not available until after payments have been posted
8. Click Download 
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9. Select Ledger entries or Summary
  • Note: 
  • Ledger Entries: An itemized, line-detailed report generated for every transaction - the default file name is agency_revenue_ledger_report.csv
  • Summary: A brief summary detailing the payment distributed for a particular payment period/event (includes check number associated with the payment) - the default file name is agency_revenue_check_summary_download_report.csv
10. Click Download once report processing is complete