Downloading Transaction Reports

1. In the dashboard, Click Transactions
2. To download all Transactions at once click the 3 dots in the top right corner.
3. To download Transactions in a certain date range, click Advanced.
4. Then enter the date range and any filters you’d like. (Learn more about filters here.)
5. Then click the 3 dots at the top right. You’ll get a csv file downloaded to your computer.

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Understanding the Transaction Report

Depending on the POS and how they’ve integrated into Stronghold, some of these columns may not have relevant data.

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The transaction reports include the following columns:

A. Capture Date: the date the transaction status changed to captured (Read more about Transaction Statuses here.)

B. Status: read more about Transaction Statuses here

C. Total Amount: the total charged to the customer including all fees, but excluding tips and fees on tips. On the transaction details page this is simply labeled “Amount.”

D. Convenience Fee: the fee charged to the merchant’s customer

E. Gross Amount: this is the amount that Stronghold calculates the transaction fees from. It is calculated as the Total Amount (C) minus the Convenience Fee (D)

F. Fee: corresponds to the fees calculated on the Gross Amount (E) which are paid to Stronghold by the merchant

G. ID: the internal Stronghold ID for that charge

H. External ID: the order ID that corresponds with the POS or technology provider integrated into Stronghold.

I. Customer Name: the name of the merchant’s customer.

J. Tip Status: the status of the tip

K. Gross Tip: the total amount tipped by the merchant’s customer

L. Fee: the fee paid on the gross tip by the merchant to Stronghold

M. Net Tip: net amount of tip left after Stronghold’s fees are deducted. It is calculated as Gross Tip(K) - Fee (L) = Net Tip (M)

N. Beneficiary: the staff member or driver who collected the tip

O. Drawer ID: the drawer in your POS

P. Terminal ID: the terminal ID in your POS