Open Transactions: This page shows every money movement tied to your studio—Charges (what you billed) and Payments (what families paid).
Pick what you want to see: Under Search, you can filter by Transaction Type (Charge, Payment) or leave it blank to see everything.
Choose a date range quickly: Use Select Date Range (e.g., This Month, Last 7 Days, Year to Date) to jump to common time windows without fiddling with calendars.
Fine-tune the dates: Click Date Range to open the calendar and set exact From/To dates. The list updates to show only transactions in that window.
Filter by a family: Use Account to view transactions for a specific family (or “(Unselect)” to return to all).
Search & view results: Click Search to load the results. Each row shows the date, type, amount, account, and any linked lesson details. Times are shown in your profile timezone, so what you see aligns with your schedule.
Sort and scan quickly: Use the table controls (column headers, pagination) to navigate a long list. You can mix filters—e.g., “Payments” for “This Month” for a single account—to answer specific questions fast.
Export for records: Use the table’s Export (CSV) to download what you’re seeing.
Reset anytime: Clear an individual filter (choose “(Unselect)”) or change the date range to broaden the results again.
