How Do I Download Mindbody and Transfirst Reports?
1. Download an MBO Detailed Settled Transactions Report:
a. In MBO, go to Reports > Payment Processing > Settled Transactions. Choose "Detail View" from the pulldown menu that says "Summary View". Choose the appropriate dates. Click the XLS button to download it as an Excel file
2. Download your Transfirst Detailed Transactions Report
a. From TransLink, click "Transactions" in the menu on the left. Click "Export to Excel with Details"
3. Download your MBO Payouts Report
a. More information here:
https://support.mindbodyonline.com/s/article/Payouts-report-US-only?language=en_US
4. Download your Transfirst Summary Statements
a. From TransLink (Transfirst's online portal), click "Statements" in the menu on the left
For more information on accessing Translink, see: