Viewing managed transactions
The Managed Financial Transactions report shows a breakdown of every transaction made by candidates in Prolydian that uses our Stripe account.
A user must be given permission to view this information; if you don't see the report in your account check with your organization or reach out to Prolydian Support for assistance.
- Log into your Prolydian account and go to the Reports page here: https://app.prolydian.com/reports
- Click on the "Managed Financial Transactions" report
- Enter in date parameters
- Click "Preview" to view the details in your web browser -OR- click "Export to Excel" to download a spreadsheet of the same information
The report contains columns with the following information for each transaction:
- TransactionId
- StripeId
- Status
- RecordedOn
- CandidateName
- CandidateEmail
- Amount = Amount charged to candidate less transaction fees
- AmountChargedToCandidate
- Description = what the payment was for (application, exam event, etc.)
- CardType
- CardLast4
For instructions on using the Detailed Invoice Report which provides data a breakdown of the charges to your organization that are included with each invoice please see: