- Help Center
- Moxie Suite
- Reports
-
Moxie Suite
- Accessibility
- Settings
- Clients
- Scheduling
- Payments
- Reports
- Packages, Deposits, & Gift Cards
- Moxie Balance
- Moxie Supplies
- GFEs & Charting
- MBR Reports
- 3rd party applications
- Service Protocols
- Official offerings
- Discounts
- Inventory
- Memberships
- Misc.
- Schedule tab
- Charts tab
- Services & Products
- Resources
- Education
- Moxie Bookkeeping
- Compliance Hub
- Cherry
- Scripts
-
Onboarding with Moxie
-
Changelog
-
Marketing Services
-
FAQ
-
Medical Director
-
Compliance
How do I pull transaction reports on Moxie Suite?
This article reviews how you can pull transaction reports on your Moxie Suite Account.
Jump to a section
Navigating to the Transaction report
Navigating to the Transaction report
1. Log in to your Moxie Suite account using this link.
2. Within the Global Nav, click Reports > Transactions.
3. Once on the Transaction page, click on the Date Filter and choose which period you would like to see a summary of. The default is This Month.
Voila! You've made it to your Transactions page. You're now able to scroll and see various Transaction reports for your selected period. These reports include:
- Payment
- Refunds
If you'd like to download a report click on the three blue dots on the top right of a specific report > Download results.
❗Important - To see the blue dots you must click on the report.
💡 Tip - Not sure what these reports mean? Head over to this article for a detailed overview of each report.
Watch the video walkthrough below on how to access your Transaction Report in Moxie Suite.