---
title: Billing & Transaction Reports
description: Detailed transaction reports for all payment statuses
---

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1. [Fitness GM | Knowledgebase](https://blog.fitnessgm.com/en/fitness-gm-kb2026?hsLang=en)
2. [Dashboard & Reports](https://blog.fitnessgm.com/en/fitness-gm-kb2026/dashboard-reports?hsLang=en)

# Billing & Transaction Reports

## Export and filter detailed billing reports by payment status and date range

### **Report Filters**

Filters are applied after selecting **Export CSV**. You can refine the data included in each report by payment status or date.

1. **Date Range** — Choose a specific start and end date.
2. **Payment Status** — Filter the report by payment status: overdue, complete, upcoming, refunds, or failed.

---

### How to Pull a Report

1. Go to **Billing**
2. Go to **All Payments**, or go to the tab with the specific payment status you'd like the report for
3. Select **Export CSV**
4. In the export window that appears, **filter** by date range and payment status (the payment status will be automatically selected if you are on the corresponding tab)
5. Select **Download CSV**

> Tip: Failed payments are only found on the **All Payments** tab

---

### What's in a Report

Each report holds the same information:

- Member name
- Member's email address
- Membership plan associated with the transaction
- Pay type (card or cash)
- Invoice amount
- Payment status
- Payment date
- Transaction ID (not applicable for Overdue or Upcoming payments)
- Invoice status (only used to determine refund payment status - reverted or not)

###### Export All Payments:\[All Payments Report\](dashboard/billing/payments)

- [Quick Start Guide](https://blog.fitnessgm.com/en/fitness-gm-kb2026/quick-start-guide?hsLang=en)
- [Dashboard & Reports](https://blog.fitnessgm.com/en/fitness-gm-kb2026/dashboard-reports?hsLang=en)
- [Members](https://blog.fitnessgm.com/en/fitness-gm-kb2026/members?hsLang=en#main-content)

    - [Managing Members](https://blog.fitnessgm.com/en/fitness-gm-kb2026/members?hsLang=en#managing-members)
    - [Memberships](https://blog.fitnessgm.com/en/fitness-gm-kb2026/members?hsLang=en#memberships)
    - [Sign-up Forms](https://blog.fitnessgm.com/en/fitness-gm-kb2026/members?hsLang=en#sign-up-forms)
    - [Troubleshooting - Members](https://blog.fitnessgm.com/en/fitness-gm-kb2026/members?hsLang=en#troubleshooting-members)
- [Billing](https://blog.fitnessgm.com/en/fitness-gm-kb2026/billing?hsLang=en#main-content)

    - [Payment Methods](https://blog.fitnessgm.com/en/fitness-gm-kb2026/billing?hsLang=en#payment-methods)
    - [Processing Failed Payments](https://blog.fitnessgm.com/en/fitness-gm-kb2026/billing?hsLang=en#processing-failed-payments)
    - [Troubleshooting - Billing](https://blog.fitnessgm.com/en/fitness-gm-kb2026/billing?hsLang=en#troubleshooting-billing)
- [Inbox](https://blog.fitnessgm.com/en/fitness-gm-kb2026/inbox?hsLang=en#main-content)

    - [Managing Inbox](https://blog.fitnessgm.com/en/fitness-gm-kb2026/inbox?hsLang=en#managing-inbox)
    - [Troubleshooting - Inbox](https://blog.fitnessgm.com/en/fitness-gm-kb2026/inbox?hsLang=en#troubleshooting-inbox)
- [Access](https://blog.fitnessgm.com/en/fitness-gm-kb2026/access?hsLang=en#main-content)

    - [Check-In & Access](https://blog.fitnessgm.com/en/fitness-gm-kb2026/access?hsLang=en#check-in-access)
    - [Door Access Integrations](https://blog.fitnessgm.com/en/fitness-gm-kb2026/access?hsLang=en#door-access-integrations)
    - [Troubleshooting - Access](https://blog.fitnessgm.com/en/fitness-gm-kb2026/access?hsLang=en#troubleshooting-access)
- [Calendar](https://blog.fitnessgm.com/en/fitness-gm-kb2026/calendar?hsLang=en#main-content)

    - [Troubleshooting - Calendar](https://blog.fitnessgm.com/en/fitness-gm-kb2026/calendar?hsLang=en#troubleshooting-calendar)
- [Staff](https://blog.fitnessgm.com/en/fitness-gm-kb2026/staff?hsLang=en#main-content)

    - [Staff Accounts](https://blog.fitnessgm.com/en/fitness-gm-kb2026/staff?hsLang=en#staff-accounts)
    - [Troubleshooting - Staff](https://blog.fitnessgm.com/en/fitness-gm-kb2026/staff?hsLang=en#troubleshooting-staff)
- [Website](https://blog.fitnessgm.com/en/fitness-gm-kb2026/website?hsLang=en)
- [Settings](https://blog.fitnessgm.com/en/fitness-gm-kb2026/settings?hsLang=en#main-content)

    - [Email Settings](https://blog.fitnessgm.com/en/fitness-gm-kb2026/settings?hsLang=en#email-settings)
    - [Payments Settings](https://blog.fitnessgm.com/en/fitness-gm-kb2026/settings?hsLang=en#payments-settings)
    - [Troubleshooting - Settings](https://blog.fitnessgm.com/en/fitness-gm-kb2026/settings?hsLang=en#troubleshooting-settings)
- [Quick Help](https://blog.fitnessgm.com/en/fitness-gm-kb2026/quick-help?hsLang=en)

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