To view, download, & print your Personal - Transaction History report:
- Select your profile photo in the upper right corner of Back office
- Transaction Production History
- Set the parameters that you wish to use for this report on the right hand side
- Select Apply and the preview of the report will update
- Select Download in the upper right section of the graphs within the report
- An Excel Report will then download to your device for you to view and format for printing.
Use the tabs at the bottom of the file to switch between “Overview”, “Deals-Detail”, “Payouts”, and “Cancelled-Detail”.
Please note: This transaction report pulls the information directly from the funding confirmation for the transaction. To ensure accuracy and avoid discrepancies you may wish to cross reference the report with the transaction itself.
This is our most accurate report and the one we recommend using for financial data.