Transaction by User Id

Matty1990
Contributor
Contributor

I want to see the payments received into my account, by User Id. I have several linked to my account for different pay points. Anyone know how to do this?

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sharpiemarker
Esteemed Advisor
Esteemed Advisor

@Matty1990 

 

(Personal acct) 

 

Activity > Statements > Custom > Activity Download

Select Transaction type, date range, customize report fields, and report format.

 

(Business accts) 

 

Report > Activity Download

Select Transaction type, date range, customize report fields, and report format.

 

The To Email Address report field should be pre-selected by in the default field menu when selecting custom report fields.


Kudos & Solved are greatly appreciated. 🙂
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