📄 Overview of Transcations Reports

Overview of Transcations Reports



Transactions in Proptia – Guide

Overview

The Transactions module gives you full visibility into what’s happening across your property, both in real-time and historically.

You can use it to:

  • Monitor live activity at gates and doors
  • Review past access events
  • Investigate incidents
  • Search for specific people, vehicles, or entries

Where to Find Transactions

Navigate to:

Transactions (left-hand menu)

From here, you’ll see three main tools:

  • Transaction Directories (Reports)
  • Live Monitor
  • Advanced Search

Transaction Directories (Reports)

Use this when you need historical data.

Available Transaction Types

Depending on your setup, you may see:

1. Credential Transactions

Tracks access using:

  • Key fobs
  • Mobile credentials (Bluetooth)
  • Transponders

Includes:

  • Date & time
  • Name
  • Credential type
  • Door/gate used
  • License plate (if applicable)

2. Telephone Entry Transactions

Tracks intercom and call box usage.

Includes:

  • Visitor name
  • Date & time
  • Snapshot image (if enabled)
  • License plate (if captured)

3. Visitor Entry Transactions

Tracks activity at:

  • Guardhouses
  • Front desks

4. LPR (License Plate Recognition) Transactions

Tracks vehicle activity.

Includes:

  • License plate
  • Make, model, color
  • Vehicle type
  • Plate and vehicle images

5. LPR as Credential

Tracks when a license plate is used to open a gate.

Filtering & Exporting

You can:

  • Set date and time ranges
  • Search within results
  • Export to CSV or Excel

Live Monitor (Real-Time Activity)

Use this when you need to see what’s happening right now.

  • Displays live transactions as they occur
  • Can be filtered by module (credentials, LPR, visitor, etc.)

  • Ideal for:

    • Gate issues
    • Active monitoring
    • Security visibility

Advanced Search

Use this when you need to find something specific.

You can search by:

  • License plate
  • Name
  • Phone number
  • Vehicle details (make, model, color)
  • Decal number

Which Tool Should I Use?

  • Live issue? → Use Live Monitor
  • Past activity? → Use Transaction Reports
  • Looking for a specific person or vehicle? → Use Advanced Search

Common Use Cases

  • “Did this resident enter the gate?” → Credential Transactions
  • “Who is on-site right now?” → Live Monitor
  • “What did this vehicle do?” → Advanced Search
  • “Did a visitor check in?” → Visitor Transactions
  • “Why didn’t the gate open?” → Live Monitor + Credential Transactions

Key Takeaway

Transactions are your source of truth for all activity in Proptia.

If something happened —

a gate opened, a visitor entered, a vehicle passed through —

it will be recorded here.


FREQUENTLY ASKED QUESTIONS


What are transactions in Proptia?

Transactions are records of activity within the system, including:

  • Access events (doors, gates)
  • Visitor entries
  • LPR (license plate recognition) activity
  • Telephone entry usage

They provide both historical and real-time visibility.

Where do I access transactions in Proptia?

Go to the Transactions menu on the left-hand side.

What types of transactions can I view?

Depending on your setup, you may see:

  • Credential Transactions (fobs, mobile, transponders)
  • Telephone Entry Transactions
  • Visitor Entry Transactions
  • LPR Transactions
  • LPR as Credential Transactions

What are credential transactions?

These track access using credentials such as:

  • Key fobs
  • Mobile credentials (Bluetooth)
  • Transponders

They show details like user name, door/gate, and time of access.

What are telephone entry transactions?

These track usage of telephone entry systems, including:

  • Entry attempts
  • Visitor details
  • License plate (if captured)
  • Snapshot images (if enabled)

What are visitor entry transactions?

These track when visitors are processed at:

  • Guardhouses
  • Front desks

What are LPR transactions?

These track vehicle activity using license plate recognition, including:

  • License plate
  • Vehicle make, model, and color
  • Images of the plate and vehicle

What is “LPR as a credential”?

This shows when a license plate is used as an access credential to enter gates.

What information is included in a transaction record?

Typical data includes:

  • Date and time
  • Name (resident/visitor)
  • Credential type
  • Door or gate name
  • License plate (if applicable)
  • Vehicle details (for LPR)

Can I filter or search transactions?

Yes. You can:

  • Set date and time ranges
  • Search within results
  • Filter by transaction type or module

Can I export transaction data?

Yes. Transactions can be exported to:

  • CSV
  • Excel

What is the Live Monitor?

The Live Monitor shows real-time transactions as they happen across the system.

What is Advanced Search?

Advanced Search allows you to search by:

  • License plate
  • Vehicle details (make, model, color)
  • Phone number
  • Visitor information

When should I use Live Monitor vs. Reports?

  • Live Monitor → Real-time activity
  • Transaction Reports → Historical analysis

Why are transactions important?

They provide:

  • Audit trails
  • Security visibility
  • Operational insights
  • Incident investigation data

What are common use cases for transactions?

  • Checking who accessed a gate
  • Investigating a security issue
  • Verifying visitor entry
  • Tracking vehicle movement