📑 The Reports Section
Detailed breakdowns of every transaction type — with filters, search tools, and export options.
The Reports section gives your business a complete financial overview of all transactions processed through Our Mayberry.
This includes:
- Online purchases
- Invoice payments
- Gift card purchases and redemption balances
- In-store QR code payments
- External POS transactions (e.g., Square integration)
Each report type is organized into its own tab, making it easy to find exactly what you’re looking for.
You can also search, filter, and download reports for your accounting, tax preparation, or internal tracking needs.
1. Understanding the Report Tabs
Along the top of the Reports page, you’ll see five categories:
Online | Invoice | Gift Card | In Store | External
Each tab shows only the transactions related to that type of purchase.
2. Online Transactions Report
This tab displays purchases made online through:
- Your Offer listings
- Your business page
- Marketplace directories
- Gift card redemptions imported from WooCommerce
- Customer purchases during fundraisers
Each entry shows:
- Customer name and email
- Fundraiser (if applicable)
- Contribution amount generated
- Unit price, quantity, subtotal, tax, and total
- Redemption status (if relevant)
- Purchase date
- “Void/Refund” button where applicable
- “Export CSV” option for downloading records
Filters & Tools
- Search by offer, customer, campaign, or keyword
- Apply advanced filters using the Filter button
- Export a CSV for bookkeeping or accounting
3. Invoice Transactions Report
This tab lists every invoice created and paid through Our Mayberry.
Each invoice transaction includes:
- Recipient’s name and email
- Fundraiser (if applicable)
- Contribution amount
- Invoice number
- Payment date
- Total paid
- A View Receipt button
- A Void/Refund option (if allowed)
This section is ideal for:
- Service providers
- Consultants
- Nonprofits collecting donation-based invoice payments
- Businesses that need formal billing records
You can also use Search Reports and Filters to narrow results.
4. Gift Card Transactions Report
This tab tracks all gift card purchases and remaining balances.
Each entry shows:
- Buyer name and email
- Fundraiser supported (if selected)
- Contribution amount generated
- Purchase date
- Gift card value
- Remaining balance on the card
- Transaction details
This section is extremely helpful for:
- Reconciling gift card liabilities
- Tracking community fundraising tied to gift card sales
You can display up to 24 or more entries at a time and navigate through pages.
5. In-Store Transactions Report
This report displays all payments made through your in-store Payment QR Code system, including:
- Customer name and email
- Location of the QR code (e.g., Table 12, Register 1)
- Fundraiser supported
- Contribution amount generated
- Tip amount (if enabled)
- Purchase total
- Purchase date
- “Void/Refund” button where applicable
This section supports full transaction auditing including:
- Real-time QR code purchases
- Tips added by customers
- Purchases made during events or fundraisers
Filtering, searching, and CSV export make bookkeeping easy.
6. External Transactions Report (Square, Clover, etc.)
This tab shows transactions from external point-of-sale systems that are integrated with Our Mayberry — such as your Square POS.
Our Mayberry receives the transaction data and applies the assigned contribution rules, allowing your business to:
- Accept payments through Square (or other POS systems)
- Automatically generate contributions to fundraisers
- Track external POS impact directly inside the platform
Each entry includes:
- Business location
- Fundraiser / campaign (if applicable)
- Contribution amount generated
- Total transaction amount
- Purchase type (Square, Clover, etc.)
- Transaction date
This is especially useful for restaurants, storefronts, and retail businesses using external POS systems.
7. Summary of Tools in the Reports Section
Across all report tabs, you have access to:
✔ Search Reports
Find transactions quickly by typing:
- Customer names
- Offer titles
- Transaction IDs
- Campaign names
- Fundraiser names
- Purchase types
✔ Filter
Narrow transactions by:
- Date range
- Offer type
- Contribution status
- Fundraiser
- Transaction type
✔ Export CSV
Download your report data for:
- Accounting
- Payroll
- Tax preparation
- Internal audit
- QuickBooks or other financial software
✔ Void / Refund
Where applicable, you may void or refund a transaction — with full tracking inside the report.
8. Why the Reports Section Matters
The Reports section gives you:
- A detailed breakdown of every transaction category
- Clear contribution tracking for each fundraiser
- Full transparency for audits and accounting
- Insight into customer purchasing patterns
- Integration visibility for external POS systems (like Square)
- Easy export for financial reconciliation
- A clean, organized history of your business’s community impact
This makes the Reports section an essential tool for managing your business, your finances, and your impact.