SwimOffice Admin - SuperUser / Lesson Admin - Full

 View transactions by account/Chart of Accounts and also show how much and what type of payment the account made. 

  1. Go to Lessons Admin.
    1. Chameleon users: In the side menu click Team Admin > Lesson Admin.
    2. New CMS users: In the side menu click Classes & Lessons > Lessons Admin.
  2. Trans Tab
  3. Input your Transaction Date Range
  4. Optional: Set these filters
    • Payment/Refund Method (--ALL--, Credit Cards, or Checks)
    • Account Last Name for individual look up
  5. Click Report Now!
  6. Once this report is generated you can use the Export to EXCEL button if desired

See Also
Lessons: Chart of Accounts
Lessons: How can I generate a refund report?
Lessons: How can I view account revenue and student information?