Blackbaud Merchant Services

Export Transaction Reports as a PDF

I think it would be beneficial to allow a toggle for users to decide if they would like their transaction reports exported as a CSV or PDF, as we were able to do with the classic BBMS Daily Transaction Reports. This generates less room for human error following the export, which will generate ease when it comes to balancing.

  • Guest
  • Mar 9 2022
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  • Admin
    Kaitlyn Downs commented
    7 Jul 07:04pm

    Quick update here: this was released on June 24, 2022 as the 'Transaction totals' report in the Report dropdown so you can export quickly generated transaction reports as PDF or CSV fie (as a replacement for the Daily Transaction Report in classic portal).

  • Admin
    Kaitlyn Downs commented
    5 May 06:13pm

    Hi- thank you for your feedback. We are planning on rebuilding the daily transaction report PDF functionality in the next generation portal.

  • Guest commented
    30 Mar 06:21pm

    Yes, please bring this back!

  • Mary Jo OConnell commented
    14 Mar 07:45pm

    This would be most helpful!!!