Smartcard Transaction report

  • Smartcard Transaction provides comprehensive information about smartcard transactions throughout a route, including details such as the location of stops, the dates and times when smartcards were tapped on/off, or the manner in which they were used. Additionally, operators have the capability to initiate refunds to individual smartcard accounts or multiple accounts. 
  • Note: 
    • This report is available if your company has purchased the Smartcards module.
    • This is a standard feature for TMR Queensland's School Ticketing.
  • Login to Transportme™ or QST operator portal.
  • Select Reports tab on the main menu. 
  • Select Transaction Report tab in Smartcard Reports group on the side menu.

transaction report screenshot

  • Filter data that you wanted to be in the report: 
    • Include Historical Data: select this option to allow to run the report for the deleted data.
    • Show Stop Order: select this option to display the corresponding stop order next by stop name. For example: “09 – Jetty”. Note: stop order can be find or update in Stops tab of Route Edit page. You may find more details in the article Edit stop list of a route.
    • All Route: 
      • Select this option if you wanted to run the report for all the routes in system.
      • Deselect this option will show more filter options. It will allow you to specify Route Category, Transaction Type, Card Number or Passenger Name to be included in the report. Note: these selection can be multiple choices.
    • Date Range-From and Date Range-To:  select the data pickers to define the date range of data.
  • Select Generate button to run the report. Note: the following transaction report screenshot is just an example with test data.

report result screenshot

  • From the report, 
    • Locate the record(s) you wanted to focus by using Search box. 
    • Select different options to save the report
      • Copy: save the report to the clipboard then you can paste the data to your document or spreadsheet, etc. 
      • CSV/Excel: export the data to corresponding format to your local storage for further use. 
      • Print: print out the data or save the data as PDF format. 
    • Sort data by selecting up/down arrow button on the right of each column header.  
    • Slide the bottom scroll bar to the left or right to see all the data of the report. 
  • Check the report details:
    • Transaction Date: when the transaction is recorded.
    • Amount: transaction's amount.
    • Transaction Type: 
      • Travel Payment: fare was paid by the Smartcard.
      • Manual Credit Transaction/Manual Debit Transaction: a transaction was processed by selecting Add Transaction Manually dollar icon on Smartcard details page. 
      • Max Fare Deduction: a deduction occurred when a Smartcard holder taps on but fails to tap off when deboarding. 
      • Add Fund: funds was added from the Operator Portal or from Transportme™ Passenger app or Travel2School app. 
      • Auto Top Up: funds was added automatically by configuring Auto Top-up feature on the Transportme™ Passenger app or Travel2School app. 
      • Top Up: funds was added from the Driver app by cash.
      • Top Up (CC): funds was added from the Driver app by credit card. 
      • Refund: the transaction was recorded by selecting Refund button on this report or from a split trip rule. Note: a refund from a split trip rule can be verified if there is a note split_trip in Note column. 
    • Tap on Method: how the Smartcard was used.
      • Manually: the transaction didn't use a physical Smartcard. Eg: the driver search the Smartcard and process the transaction such as add funds or tapping on. 
      • Smartcard: the Smartcard holder use the physical Smartcard to tap on/off or add funds on the Driver app. 
    • Balance:
      • Initial Balance: balance of Smartcard's account before the transaction.
      • Ending Balance: balance of Smartcard's account after the transaction.
    • Boarding Stop/Boarding Time: where and when the Smartcard was tapped on. If there is no information, it means that the Smartcard was not tapped at the stop.
    • Deboarding Stop/Deboarding Time: where and when the Smartcard was tapped off. If there is no information, it means that the Smartcard was not tapped at that stop.
    • Note: 
      • refunded: this transaction amount was refunded back to the smartcard account. 
      • refund for transaction [transaction number]: this row is a record for a refund transaction. 
      • split_trip: this row is a record of a transaction triggered by a split trip rule. 
      • Free travel applied: this row is a record of a transaction triggered by a smartcard configuration. It can be a free sessions, pay once, eligible travel day, or multi trips configuration. 
      • Reason: [reason of manually transaction]: this row is a record for a manually transaction. 
      • Cancelled: this transaction has been cancelled from the driver app.
    • Actions: if a transaction is refundable, a Refund button is shown. A transaction is refundable if its Transaction Type is Travel Payment / Max Fare Deduction. Note: you may find more details about the refund from the article Refund Smartcard transactions.
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