---
title: Transaction Reports
description: This guide explains how to access and download Transaction Reports in the eHub platform. You’ll learn how to filter by transaction type and date range, and export your results as a CSV file. Log in to
---

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# Transaction Reports

This guide explains how to access and download **Transaction Reports** in the eHub platform. You’ll learn how to filter by transaction type and date range, and export your results as a CSV file.

#### Step-by-Step Instructions

1. **Log in to eHub**
   
     - Go to [app.ehub.com](https://app.ehub.com/) and log in with your account credentials.
2. **Open the Finance section**
   
     - Click the **Finance icon** in the left-hand navigation bar.
     - Select **Transactions**.
3. **Choose Transaction Type**
   
     - Use the **Transaction Type dropdown** to filter your report.
     - Available options include:
       
           - **Shipment Purchase**
           - **Shipment Refund**
           - **Shipment Adjustment**
           - **Card Reload**
           - **Balance Adjustment**
     - By default, all transaction types are selected. If you filter by a specific type and later wish to return to the full view, you can select **All** in the dropdown to include every transaction type.
4. **Set Date Range**
   
     - Use the **From** and **To** fields to define the time period for your report.
5. **View or Export Results**
   
     - Transactions will appear in the **UI** once your filters are applied.
     - To export, click the **Export arrow**.
     - A pop-up window will appear with an option to **Include Shipment Detail in Export**.
       
           - Leave the box unchecked to export the **basic report**.
           - Check the box to export the **detailed report** with additional shipment-level data.

![Screenshot 2025-09-16 at 11.45.56 AM](https://knowledge.ehub.com/hs-fs/hubfs/Screenshot%202025-09-16%20at%2011.45.56%20AM.png?width=688&height=200&name=Screenshot%202025-09-16%20at%2011.45.56%20AM.png)  
![](https://knowledge.ehub.com/hs-fs/hubfs/Screenshot%202025-09-16%20at%2012-00-13%E2%80%AFPM-png.png?width=350&height=270&name=Screenshot%202025-09-16%20at%2012-00-13%E2%80%AFPM-png.png)

### Export Options and Headers

When exporting, you can choose between a **basic report** and a **detailed report**.

#### Basic Export

Includes financial and customer-level information:

- **Card ID**  
  The account identifier for the customer’s eHub Cash wallet. 
- **Transaction ID**  
  A unique identifier for each transaction recorded in the system.
- **Transaction Type**  
  Specifies the category of the transaction, such as **Shipment Purchase**, **Shipment Refund**, **Shipment Adjustment**, **Card Reload**, or **Balance Adjustment**.
- **Description**  
  A brief explanation of the transaction (e.g., “FedEx Ground Shipment Charge” or “Balance Reload”).
- **Credit/Debit**  
  Indicates whether the transaction increased (**credit**) or decreased (**debit**) the account balance.
- **Amount**  
  The monetary value of the transaction.
- **Account Balance**  
  The wallet balance after the transaction was applied.
- **Transaction Date**  
  The date and time when the transaction was processed.
- **Customer Name**  
  The name of the customer associated with the shipment or transaction.
- **Customer ID**  
  The internal ID number tied to the customer account.
- **Service Type**  
  The shipping service used for the transaction, such as **UPS 2nd Day Air**, **FedEx Ground**, or similar.
- **Tracking Number**  
  The tracking number for the shipment.

#### Detailed Export (when “Include Shipment Detail in Export” is selected)

Includes all of the **basic headers**, *plus* additional shipment-level data:

- **Account Reference**  
  Internal reference code linked to the account for easier reconciliation.
- **Order Number**  
  The order ID tied to the transaction in eHub.
- **Origin Postal Code**  
  The postal code where the shipment originated.
- **Company**  
  The company name associated with the recipient or account.
- **First Name / Last Name**  
  The recipient’s contact name for the shipment.
- **Address / Address 2 / City / State / Postal Code / Country**  
  Full recipient address information.
- **Zone**  
  The carrier’s designated **shipping zone**, based on distance between origin and destination.
- **Weight (oz)**  
  The parcel’s weight in **ounces**, used for billing and rating.
- **Rate Calculation Type**  
  Indicates how the shipping rate was calculated (e.g., **dimensional weight** vs. **actual weight**).
- **Shipping Cost**  
  The total charge for the shipment. This reflects the amount billed to the merchant or brand for the label.

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