ProfitStars (Check) Transaction Report GuideLast updated on 03/22/2022
This report provides a list of all ProfitStars check transactions. This report pulls data from Profitstars to give you the latest Check payments. All ACH and Mobile Check Deposit transactions made through your ServiceTitan Payments ProfitStars account will show up in this report.
Common uses for this report:
Use this report to view transaction type, transaction date, status, amount, account number, check number, invoice, and payment batch number.
How to find this report:
To find the ProfitStars (Check) Transaction report, complete the following:
Navigate to Reports > Reports 2.0 > click Create New > click ProfitStars (Check) Transaction.
Enter the New ProfitStars (Check) Transaction Report details. Then, click Create.
Now you can set the filters, and run the report.
Report filters
Date Range
Filter by date range. Use the From and To fields to set a custom date range.
Reference Number
Filter by reference number. This report can be run by a single reference number.
Transaction Type
Filter by transaction type. This report can be run by a single transaction type or all transaction types.
View or download the report
Click Run to view the report.
The report can be downloaded in two different formats:
Export to PDF
Export to Excel
Explanation of report columns
The report includes the following columns:
You can edit the ProfitStars (Check) Transaction report to show additional report fields. The table below contains the additional report fields you can include in your report.
Explanation of report totals:
You can view total for Amount, by scrolling to the bottom of the report.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.