Transactions

The Transaction report provides a listing of all transactions within the date range and dimension filters applied. With an API connection such as Sage Intacct, Martus will make a live request to pull up-to-date information into Martus when the transaction report loads. The transaction report is normally navigated to from another report and will apply the appropriate parameters. If navigating directly to the report, select one or more filters and click Load.

NOTE: If the total of the selected transactions does not match the Income Statement, limit your selection filters to a shorter date range and/or a single account to find more matching transactions, as there is a maximum number of transactions that are returned.

NOTE: If you notice that transaction amounts shown do not match those on the Income Statement, it is possible that transactions have been updated, but haven't synced with Martus. To resolve this, have an Admin user sync the necessary month(s) in Dashboard > Updater > Actuals.

Transactions General Report Criteria:

• Start and End Dates - Determines the date range for the transactions that are shown.
• Include Excluded Data - Show Accounts or Dimensions that are set to Excluded via the Setup section.
• Account - Specify the account to view.
• Account Type - Specify the account types to view.
• Dimension Filters - When applied, will filter the report to the selected dimension(s). When a top-level dimension is selected, the report will show all sub-dimensions.
• Account Category - When applied, will filter the report to the selected Account Category.
• Load - Refreshes the report with selected criteria.
• Export (xlsx) or PDF - Most reports can be exported to either Excel or PDF.