--- title: "ProfitStars (Check) Transaction report template" slug: "profitstars-check-transaction-report-template" updated: 2026-10-16T02:58:35Z published: 2026-10-16T02:58:35Z canonical: "help.servicetitan.com/profitstars-check-transaction-report-template" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # ProfitStars (Check) Transaction report template ## Overview The ProfitStars (Check) Transaction report template provides individualized check transaction data. Use this report to view and track individualized check transactions within a selected date range, facilitating financial reconciliation and oversight. --- ### #### Who uses this feature - Administrators and office employees - Applies to all business types #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. - Creating custom reports is available only to contractors on the Works package or Legacy/Non-Packaged contractors. Contractors on the Starter and Essentials packages have access to [built-in reports](https://help.servicetitan.com/landing-page/built-in-reports). ## Topics covered - [Things to know](/docs/profitstars-check-transaction-report-template#things-to-know) - [Report examples](/docs/profitstars-check-transaction-report-template#report-examples) - [Create a ProfitStars (Check) Transaction report](/docs/profitstars-check-transaction-report-template#create-a-profitstars-check-transaction-report) - [Run a report](/docs/profitstars-check-transaction-report-template#run-the-profitstars-check-transaction-report) ## Things to know - This report calls on ProfitStars Reporting API to get the data. There will be an error if the date range is too long. If you see the following error, reduce the date range to only a few days and re-run the report: ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/profitstars-check-transaction-report-template-image-ohph148d.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A49Z&se=2026-11-09T12%3A28%3A49Z&sr=c&sp=r&sig=mau%2FNUVySY5LSd5X%2FARiSc2i6IsxN2CXmeKWWdYi5dY%3D) - If you’re unsure which columns you want to include in your report, use the [Reporting Dictionary](https://help.servicetitan.com/how-to/reporting-dictionary) to search for appropriate data fields. ## Report examples - Create a Daily Check Transaction Summary report that shows your daily transactions. This allows you to quickly review all ACH and mobile check deposit transactions processed on a given day, helping you reconcile daily deposits and identify any pending or failed transactions promptly. - Create an Unsettled Check Transaction report that allows you to easily identify and follow up on check transactions that have not yet been deposited or cleared, ensuring timely financial closure and preventing delays in cash flow. ## Step 1: Create a ProfitStars (Check) Transaction report Follow the steps to [create a custom report](https://help.servicetitan.com/how-to/create-custom-reports#create-a-report) based on the ProfitStars Settlement template and select the columns to include in your report. The template has the following columns selected by default: - **Transaction Type:** The type of transaction. Can be *ACH* or *Mobile Check Deposit* - **Transaction Date:** The date the transaction was made - **Status:** The latest transaction status. Can be *Sale (Declined)* or *Sale (Processed)* - **Name on Account:** The name associated with the account for the transaction, as recorded during the transaction process - **Reference Number:** The reference number associated with the transaction - **Customer:** The *Bill-To* customer for the Invoice where the corresponding payment was applied - **Amount:** The transaction amount - **Account Number:** The last four digits of the account number the ACH payment is taken from - **Check Number:** The check number associated with the transaction - **Invoice:** Lists the Invoice IDs for all invoices where this payment was applied - **Payment** Batch **Number:** The batch number to which this payment belongs You can customize the report by adding the following column: - **Merchant ID:** The ProfitStars merchant ID that this transaction was processed under - **Transaction Number:** The number associated with the transaction - **Payment Origin:** The method used to obtain ACH authorization - **Payment Type:** The type of payment, as defined by ProfitStars - **Settlement Status:** Shows whether the transaction has been deposited or not - **User:** The user that originated the transaction, as defined by ProfitStars > [!TIP] > **Tip:** Hover over the name of the column to see a short description. If you’re unsure what each column means, search for it in the [Reporting Dictionary](https://help.servicetitan.com/how-to/reporting-dictionary). ## Step 2: Run the ProfitStars (Check) Transaction report 1. Click the **From - To** field to set date filters. You can: [DATE PICKER SNIPPET] - Use the calendar to select a specific date range and click **Apply**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/profitstars-check-transaction-report-template-image-7uf7tn0b.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A49Z&se=2026-11-09T12%3A28%3A49Z&sr=c&sp=r&sig=mau%2FNUVySY5LSd5X%2FARiSc2i6IsxN2CXmeKWWdYi5dY%3D) ** - Use the left menu to select a preset date range: - **Today**: From 12:00 AM to the current time - **Yesterday**: Previous day, from 12:00 AM to 11:59 PM - **Last 7 Days**: Previous seven days, including the current date - **Last 14 Days**: Previous 14 days, including the current date - **Last 30 Days**: Previous 30 days, including the current date - **Month to Date**: From the first of the current month to the current day - **Last Month**: Entire month before the current month. For example, if the date is February 5, the entire month of January. - **Last 90 Days**: Previous 90 days, including the current date - **This Quarter**: Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30. - **Last Quarter**: Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31. - **Quarter to Date**: From the first day of the current quarter to the current day - **Year to Date**: From January 1 of the current year to the current day - **Last 365 Days**: Previous 365 days, including the current date - **Last Year**: January 1 - December 31 of the previous calendar year 2. Click the **Reference Number** field to filter for a specific reference number. Enter the reference number in the text box. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/profitstars-check-transaction-report-template-image-o2t805mx.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A49Z&se=2026-11-09T12%3A28%3A49Z&sr=c&sp=r&sig=mau%2FNUVySY5LSd5X%2FARiSc2i6IsxN2CXmeKWWdYi5dY%3D) 3. Click the **Transaction Type** field to select the transaction type you want to filter for. You can select *All, ACH,* or *Mobile Check Deposit*. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/profitstars-check-transaction-report-template-image-vuao0xpn.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A49Z&se=2026-11-09T12%3A28%3A49Z&sr=c&sp=r&sig=mau%2FNUVySY5LSd5X%2FARiSc2i6IsxN2CXmeKWWdYi5dY%3D) 4. When you’re finished, click **Run Report**. > [!TIP] > **Tip:** Click **Edit Columns** to add and remove columns. For further customization, you can also [arrange report columns and apply filters](https://help.servicetitan.com/how-to/run-report#filter-and-arrange-a-report). ## Want to learn more? - See [Run, filter, and export reports](https://help.servicetitan.com/how-to/run-report) - See [Schedule reports](https://help.servicetitan.com/how-to/schedule-reports) The finalized billing document sent to a customer after work is completed, generated from job records in ServiceTitan. **What it does:** Records all work performed and charges for accurate payment collection, financial reporting, and accounting integration. **Also called:** Bill, Work order invoice **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A batch, or invoice batch, is a set of invoices that have been audited and are ready to post. You will use the Invoice screen in ServiceTitan to create invoice batches. On the Invoice screen, you'll have access to unbatched and batched invoices. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)