Transaction Summary Report

The Transaction Summary provides a dashboard view of counts and amounts for sales, refunds, and net settled sales, presented by purchase currency. Two panels from the Reconciliation Dashboard are presented—Transaction Summary and Approved Transactions.

Transaction Summary Report

1. From the iQ Bar, click the Operations icon and select Transaction Summary from the list of available reports, or from the Operations Navigation bar. The Transaction Summary report displays as shown above.

2. Specify the desired Date Range and Reporting Group and click the View button to refresh the page. (See Notes on Reporting Group Limits for information on the report groups shown in the Reporting Group drop-down selector.)

3. The Transaction Summary report displays data in the following panels:

   • Transaction Summary by Purchase Currency

   • Approved Transactions by Purchase Currency