Find and export revenue transactions

Use the Revenue Management filters to define the ledger view before reviewing or exporting it.

Select the scope

Choose the Site from the additional filters when more than one is available. Revenue types are configured per site, so changing the site reloads the Type choices and clears the previous type selection.

Select a revenue type or leave All Types selected. Use the date-range control to set the transaction period. The initial range starts two days before today and ends one day after today, which keeps recent and near-current transactions visible.

Date changes refresh the grid. For site and additional-filter changes, choose Apply or Refresh to ensure the grid reflects the intended scope.

Reset clears the type and restores the default date range, but it does not change the selected site. The grid returns newest transactions first unless you sort a column.

Export the results

After confirming the site, type, and date range, select Export. The export uses the filtered grid and omits the action-menu column.

Before distributing the file, confirm that recipients are authorized to receive financial descriptions, amounts, creators, and source-module information. Store exports according to your organization's financial-record retention policy.

Tip

If an expected transaction is missing, confirm the site first, clear the type filter, widen the date range, and refresh. A transaction created by another module still appears under Revenue Management with that source module identified in the grid.