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.

Understanding the Transaction Report

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

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

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