Viewing and exporting deposit reports
This article will guide you through understanding deposit reports for your sports organization.
Viewing and generating deposit report
- Log into your account at organization.teamsnap.com.
Click the Financials tab.
- Click the Deposits sub-tab if not already selected.
Choose your date range for the report you want to generate.
Click More Filters to filter by deposit account.
Click Export... to open the report generator.
- Select the columns you'd like included in the report, and select the "Save this selection as a template" checkbox if you'd like to use the column selection as a template in the future.
- Click Generate Export to download a CSV file of your deposit report data.
Understanding your deposit report
Your deposit report includes important deposit transaction details:
- Deposit date - the date the deposit was made.
- Deposit account - the bank account the deposit was submitted to.
- Type - the type of payments that were deposited.
- Gross - the total amount collected before fees.
- Fee - the amount deducted for online payment processing.
- Net - the amount deposited after fee deduction.
Viewing and generating transaction report
The transactions sub-tab shows detailed information about the individual transactions processed for your sports organization.
- Click View transactions under the Actions column on your deposit report screen or click the Transactions sub-tab.
- Use the search field to find items by member name or order number.
- Filter by payment date, and/or select a date range.
- Use the More Filters button to refine results with additonal filters like Program, Source Type, Registrations, Invoices, Payment Type, etc.
Click Export... to open the report generator.
- Select the columns you'd like included in the report, and select the "Save this selection as a template" checkbox if you'd like to use the column selection as a template in the future.
- Click Generate Export to download a CSV file of your deposit report data.
