Print Transaction Search Results

1. In the left menu, click Reports > Transaction Search.
2. Select Transaction Search.
3. (Optional) Use the search filters to narrow the results of the transaction search.
   To remove all search criteria, click Clear Filters.
4. Click Submit.
5. Transactions will appear in the Search Results area underneath the search criteria. You can include up to 999 transactions per report. 
6. To print the results, select Print Results.

​​​​​​​ A screen appears 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. 

Download a .CSV or .XLSX Report of Transaction Search Results

1. To download the transaction search as a report, click Export underneath the search results. Select either Export CSV or Export XLSX depending on your preferred format.

What happens next:

• If the Transaction Report has fewer than 1000 transactions, a Windows save dialog will open prompting you to save the transaction report.
• If the Transaction report has more than1000 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 report has more than 50,000 transactions, you will receive an error message and the report will not be able to generate.