Content
Transaction Report in Analytics
Release date:
Feb 4, 2026
Transaction Report in Analytics
A new Transaction Report has been added to the Analytics module, giving practices full visibility into payment transactions across all invoices.
What's Included
View all payment transactions linked to invoices in one place
Filter by date range, payment method, and transaction status
Export transaction data for reconciliation and reporting
Why It Matters
This report makes it easier to track and reconcile payments, providing a clear audit trail of all invoice-related financial activity without needing to check individual invoices.











