Cloud9 Transaction Report

Modified on Thu, 19 Jun at 9:43 AM

The Cloud9 Transaction Report provides a detailed summary of all card transactions processed through MyTime for businesses using Cloud9 as their payment processor. This includes payments, refunds, and adjustments from both open and closed tickets. The report is a valuable tool for accurate financial tracking and reporting.

Things to know:

This report is only visible to businesses that use Cloud9 payment accounts.
The ability to access this report is governed by the "Accessing Reports" access control settings
Transactions from both open and closed tickets are included.
Deposits are shown based on the date the deposit was processed. For example, if an appointment is scheduled for March 9th and a deposit is taken on March 4th, the deposit will appear under March 4th, and the remaining payment will be reflected on the date it was collected.
Refunds are shown on the date the refund was processed, not the original ticket date. For example, if an item is purchased on November 13th and refunded on November 23rd, the original transaction appears on November 13th, and the refund appears on November 23rd.
If additional card payments are made on previously closed tickets, the new payment will appear in the report on the date it was processed. For example, a ticket closed in October is edited in November to include an additional card payment:
- The original October transaction remains on October’s report.
- The new payment will appear on November’s report.
When viewing the report for multiple days:
- Refunds and additional payments will appear based on their processing dates.
- Each ticket will be listed once, with an option to expand and view all related transactions, such as the original sale and any refunds or adjustments.

To access this report:

Navigate to Dashboard
Select the Reports tab
Under the Company section, select the Cloud9 Transaction report

Once you have selected your date range, click on the UPDATE button to generate the desired data.

Report Filters

Column	Description
Location	The location where the transaction took place Accounts with One Location: No location filter is shown Accounts with Multiple Locations: The location filter allows you to view data for a specific location or all locations within that account
Date	Select the desired date range. The report will display tickets based on the date the payment was received within the selected range.

Report Columns

Column	Description
Ticket #	The classifying number associated with a ticket. Clicking this link opens the ticket in MyTime POS.
Client	Client associated with payment. Clicking this link opens the client's profile.
Auth #	The authorization code provided by Cloud9 when the transaction is successfully processed.
Auth Date	The date and time when the transaction was initiated.
Finalize Date	The date and time when the transaction was fully processed and charged.
Payment Method	Displays the card type and the last four digits of the card used.
Decline Error	The reason for a failed transaction (e.g., low balance, timeout).

For more information, contact us at support@mytime.com or (385) 233-6964.