An organization's transactions include online payments, offline payments, credits, and refunds - this information can be viewed in real-time. Below are instructions to access and view the Transactions Report after logging into Swim Manager.
  1. From the Organization Dashboard (Home tab), click on the Reports tab
  2. Within the Transactions box, click on an available option
    1. Last 14 days
    2. All (the following example uses All as the selection)
  3. Select filters
    1. Program
    2. Date
  4. Click Apply
  5. Click Export to extract a CSV file (the default file name is Transactions.csv)

The following fields are included on screen:
- Date
- Order ID
- Parent/guardian
- Type
- Description
- Tender type
- Amount

The following fields are included in the export file:
- Date
- Order ID
- Parent/guardian
- Type
- Description
- Transfer from
- Tender type
- Amount