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.
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Click the Financials tab.
- Click the Deposits sub-tab if not already selected.
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Choose your date range for the report you want to generate.
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Click More Filters to filter by deposit account.
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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.
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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.
