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Review Transaction Reports

Who is this article for?

Owners, managers, accountants, and support-facing team members reviewing payment-related activity.

Review Transaction Reports

Summary

Review transaction reports so your team can understand how payments were processed and investigate checkout activity more clearly.

Before you begin

  • Make sure transactions exist for the period you want to review
  • Confirm your account has access to transaction-level reporting
  • Know whether you are investigating one payment issue or reviewing a broader transaction pattern
  • Use the correct reporting period before starting

Steps

  1. Open the Reports area in Selio.
  2. Go to the transaction reports section.
  3. Select the reporting period you want to review.
  4. Review the list or summary of transactions.
  5. Open the transaction detail you need, if available.
  6. Use the report to understand payment activity, status, and operational context.
  7. Return to the report overview and continue review if needed.

Troubleshooting

  • A transaction seems missing: Recheck the time range, location, and whether the payment actually completed.
  • Too many transactions look similar: Use the most specific transaction context available before drawing conclusions.
  • The team confuses transaction reporting with sales reporting: Use transaction reports for payment-level questions, not broad sales performance review.
  • Managers investigate from memory instead of report data: Use transaction records as the primary reference.

Related articles

Review Sales ReportsExport ReportsTransactions OverviewPayment & Split PaymentsClose of Day