Generate a Transaction Report in Bridge Payments

Print a Transaction Search Report

  1. Click Reports > Transaction Search.
  2. Select Transaction Search.
  3. (Optional) Use the search filters to narrow down the results of the transaction search.
    To remove all search criteria, click Clear Filters.
  4. Click Submit, and transactions will appear in the Search Results area underneath the search criteria.
    You can include up to 999 transactions per report.
    See Total Amount for a total sum of all the transactions in the Search Results area.
    The Transaction Search screen. It has many fields to enter search criteria in the Transaction Search area. The Search Results area contains the search results.
  5. Select Print Results.

A screen will appear for you to select the columns that you want to include on your printed document. The first eight columns are auto-selected. You can select up to 12 columns per report. Options with blank check boxes are custom fields for your practice that are hidden. After you click Apply, a print preview screen opens for you to review and print the document.

Printing the report requires that the computer you use to access Bridge Payments has a valid printer destination. If you have trouble printing, confirm that you can print from a different application or website with the computer you are using.

The Transaction Search Results Print Screen. The following columns are selected: TXN ID, TXN Type, Auth Resp, Amount, Last Name, First Name, TXN Date, and Method.

Export a Transaction Search Report

  1. Click Reports > Transaction Search.
  2. Select Transaction Search.
  3. (Optional) Use the search filters to narrow down the results of the transaction search.
    To remove all search criteria, click Clear Filters.
  4. Click Submit, and transactions will appear in the Search Results area underneath the search criteria.
    You can include up to 999 transactions per report.
    See Total Amount for a total sum of all the transactions in the Search Results area.
  5. Select Export and choose the file type for the report export (CSV, XLSX, or Summary by Source).
    The Search Results section of the Transaction Search screen. The Export button has been selected, and a window shows three formats to select from: CSV, XLSX, and Summary by Source.

What happens next:

  • If the Transaction Search Report has fewer than 1,000 transactions: A Windows save dialog will open and prompt you to save the report.
  • If the Transaction Search Report has more than 1,000 transactions but fewer than 50,000 transactions:  The report will begin generating. You will receive a notification in Bridge Payments when the report is ready, and it will be available within Reports > Report Exports.
  • If the Transaction Search Report has more than 50,000 transactions: You will receive an error message and the report will not be able to generate.
Tags: Reporting, Reporting and Posting, Troubleshooting

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