Financials Tab Reporting

Organizations using integrated payments for Registration (not currently available for those using Invoicing) will have a Financials tab available. Once this tab is set up and payments are being accepted and deposited, reporting data will become available within this tab.

  1. Log into TeamSnap
  2. Click your organization name under the My Leagues section of your My Leagues and Teams dashboard
  3. Click the Financials tab
  4. Click Financial Reporting
    1. Report Types include: 
      1. Payments Report: Reports on payment transactions that have occurred on their account. Includes Registration Name, Participant Name, and a link to the Transaction Summary for the registration.
      2. Deposit Reports - List view: List of all deposits sent to your club and league. Details date the deposit was sent, amount of the deposit, bank account sent to, and a link to view details of the deposit.
      3. Deposit Reports - Detail view: Details everything that impacted the deposit amount. Sales, Refunds, Fees, Adjustments, Chargebacks are all listed and total to the amount of the deposit.
  5. Click Payments to view payments that have been submitted
    1. Optional: Enter transaction dates in the search fields to filter the payments list 
    2. Optional: Click Visit Registration to view the registration details for a registrant's payment
  6. Click Deposits to view deposits that have been submitted to the bank account you have on file
    1. Optional: Enter transaction dates in the search fields to filter the deposits list 
    2. Optional: Click View Details to view the deposit details for a deposit 

Financials Tab Exports 

The option to export Financial Reporting to a csv is available by using the Export to CSV button in the upper right on the Financials > Financial Reporting tab.

Important notes regarding Financials exports: 

  • The export will export up to 50 records at a time
  • The export will download the records shown on the current page
  • A date filter can be used and then records exported
  • To extract exports beyond 50 records, navigate to different pages of the report and export each page
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