Default Columns
Action - refers to the type of transaction
Action | Description |
Dispute | an amount disputed via a chargeback |
Adjustment | represent the transaction fees taken by the payment service provider (PSP) |
Bill | the bill for Ventrata services |
Refund | any refunds made by the operation |
Payout | any payouts made to the reseller through an invoice |
Payment | any payments collected by the operation |
Balance Transfer |
|
Reference - shows the numeric transaction reference
Channel - indicates where the transaction occurred
Amount - shows the exact financial amount of the transaction
Order - shows the alphanumeric order reference
Method - refers to the payment method use to make the transaction; methods include
Payment Method |
Credit / Debit Card |
Cash |
Reseller Voucher |
Gift Card |
Other |
Balance Transfer |
Transaction Date - shows the date of the transaction
Transaction Time - shows the time of the transaction
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Columns can be easily filtered by pressing the arrow next to the column title.
Actions
The action bar between the navigation bar and the bookings table enables you to perform a number of additional functions.
Search bar - filter the bookings table, using any parameter from the available columns
Keep Filter - when using search, tick the checkbox to make the column filters available
Saved Searches - press Saved Searches> Save Current Search to save your current search parameters and filtered columns, or Saved Searches > Manage Searches to edit or delete existing searches
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To learn more about saved searches, read our article Working with Saved Searches.
Reset All Filters - appears when a filter was used; press to reset filters to their default states
Bulk Actions - select one or multiple bookings and press to apply an action on your selection; options include
Bulk Action | Description |
Change Other Type | change the payment method of all selected transactions to an 'Other', or custom, payment method |
Show Columns - press to add new columns, or remove existing ones from your current view
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The list of columns which can be added is listed at the end of this article, under Generate Report.
Export - export the bookings table in CSV, Excel or SQL format
Generate Report - create charts and reports to analyse data from the booking table
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To learn more about reports, read our article Working with Charts and Reports.