The Reports page is one of the most useful pages on YARRrrr Pirate Ship account, Cap'n! This is where you can see an aggregate of your transactions for a selected time period (or ever since you created your account!) 😉 You can also export reports based on certain periods of time in your Transaction History.
This guide covers the basics of how to navigate and sort through your Transaction History.
Viewing your Transaction History
See Your Transaction History: To view every transaction you've ever made on Pirate Ship, scroll down to the bottom of the Reports page until you see the section titled Transaction History.
From there, you can apply specific filters, and export reports with all of the information you want!
Sorting your transactions by Date & Time
Sorting by Date: In your Transaction History, you can select a date range to see all transactions that took place during that period.
Here's how that looks:
Selecting the Correct Time: When you select a date, the time defaults to 12:00am on that day.
For example, selecting 4/1/22 - 4/5/22 won't show the transactions from 4/5 unless you also change the time 😅
Select the Next Day: An easy way around this is to select the day after the transaction period you want to view (such as 4/1/22 - 4/6/22), or manually set the time to something later that day.
Here's an example of how changing the time looks:
Sorting your transactions by Type of purchase
Sorting by Purchase Type: Once you have selected the desired date range in the column, you can also sort by the type of purchase 👍
By default, the Transaction History will show you every type of transaction, including Refunds, Carrier Adjustments, Labels, etc.
For example, if you want to export a record of only the Payments made, select that option in the column titled Type. This will show only payments made by your card or PayPal payment method, no refunds or positive adjustments. This view is the most useful if you’re trying to total up your spending for a period of time 👌
Here's a screenshot showing you where to sort by the type of purchase:
Exporting Reports from your Transaction History
Exporting Reports: If you click “Export” to the right of the search bar, you’ll download a spreadsheet with the selected date range/transaction type. The spreadsheet will be named “Transactions” and show all payments as line items, and you’ll be able to total them up (or add any formulas you’d like).
Here's where to find the blue "Export" button in your Transaction History:
Let us know how we can lend a hook!
Any questions, Matey? Click the blue chat button on the bottom right to get in touch with ARRrrr Support Crew - we're always happy to help 😃