Transactions

The report provides a comprehensive history of financial transactions across pools and applications.

Caseworkers can filter transactions by the fol

  • Pool scheme
  • Pool
  • Pool round
  • Transaction date range
  • Transaction types

You can access the report at "Reports / Transactions". Like any standard list, you can filter, search, and sort by various other criteria to find the specific transactions you need. Additionally, data can be exported to Excel for sharing and advanced analysis.

image-20240826171444508

Please note that you can only view data from the pools you can access.