Korrio has added two new Financial Reporting buttons on the Club Payments Page. To get to the Payments page, go to Club/Payments/Browse Payments. Once you get to the Payments Page you will see the following two buttons:
Export Detail Data to CSV:
This report is similar to our previously existing "Transaction by Person" Financial Report where it contains all Transaction Types associated with the Reference User.
This report includes: All Purchases, Payments, Credits, Adjustments, Refunds, etc. as a separate line item.
Export Summary Data to CSV:
This report is a summary of all transaction by Reference User. Essentially, each Transaction on the Korrio Payments Page is combined into a unique line item on this report.
This report includes: All Program Price, Adjustments, Coupon Amounts, Credits,Debits, Balance and Refunds in one row.