View and Customize the List of Transactions Report in the Shift4 Gift Card Portal (Canada)

Description: Learn how to run and customize the List of Transactions Report in the Shift4 Gift Card Portal to view, filter, and export Gift Card transactions.

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List of Transactions Report

Accessing the Report

To run this report, visit the Access and Run Reports in the Shift4 Gift Card Portal article.

Using the Report

Select Date Range

Use the Report Date Range to search for transactions within a specific time period.

Choose Stores

If your organization has multiple store locations, you can run the report for a single store or multiple stores at once.

Filter Transactions

Apply filters to narrow results to specific transaction types or criteria, or display all transactions within the selected date range.

Customize Columns

Add additional columns to display more transaction details, or use the default column selection.

Report Formats and Delivery

You can select from multiple report formats (e.g., CSV, XML, PDF) and choose your preferred delivery method based on your reporting needs.