Searching for transactions based on category or custom fields?

[chespranspra]

I am with a non-profit association that accepts payments for membership fees, conference registrations, and other categories. I would like to be able to search for transactions in PayPal based on these categories. We also ask the buyers to state the name of their organization - something we would also like to access in our transaction history. These are all credit card transactions, not from PayPal accounts.

What do I need to do to make this happen? PayPal Payments Pro? Does PayPal not do this at all and I need to find another platform for accepting payments?

Thanks.

[Anonymous_User · Accepted solution]

One option that many people do is create their own custom reports, here's how:

Download or export your Transaction History - What this process does is export your history to a CSV file, you can then
use an app like Excel to sort, view, create and print your own reports.  You can create and download a detailed report of
all your transaction activity for any time period in the past 3 years.


* Personal Account:

* Login to your account.
* Click "Activity"
* Click on "Statements" (the "Blue" link)
* Click on "Activity export"
* Under "Transaction Type"
* Click "All Transactions"
* Select your Date Range
* Select your "From" and "To" Dates
* Under the Format drop down - Select "CSV"
* Click "Create Report"
* When the report is completed - click "Download"


If you need to go back more than 3 years, for now there appears to be a work around.
* Login to your account.
* Once there, paste the following URL in your browser's address bar:

https://www.paypal.com/cgi-bin/webscr?cmd=_history-download

Note: This should bring up a different screen (actually, this looks like it's from the old interface) and it appears to
be able to go back more than 3 years.  You can also select the fields you want.

-----------------------------------------

* Business Account:

Note: If you have a Business Account, under the menu for "More", there's a Site Map -
look for Transactions, Download Transactions - this will go to the same link as provided above.

[chespranspra]

So there's no way to just quickly search for and see transaction details other than by the fields that PayPal provides (payer email address, etc.)? I can't search for keywords about the product sold? I have to download a report each time?