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Improved Financial Dashboard & Transaction Reports

Posted on Oct 11, 2019 by MembershipWorksJan 16, 2020

Our Financial Dashboard feature has been improved!

Click on any bar on the chart to pull up a list of transactions for that day/week/month. You can quickly search through those transactions by typing in a name, credit transaction ID, form/event title, or amount. From the list you can also click through to the member’s account or event/form dashboard.

The graph is also more responsive to adapt to the size of your display, and bars now properly reflect negative revenue (ie. when refunds are issued).

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