How Do I Generate a Report?
This function allows admins to view, edit, and export all money related group transactions. Tables can be viewed as a whole, or filtered into smaller groups based on the desired information.
View the All Payments report
- Hover over Reports along the left-hand navigation bar
- Click on All Payments
Note: The total dollar amounts that are listed in the bottom right of the report represent complete totals for the date range selected, not page totals.
You can click on an individual record within the report to view a pop-out with the payment details. From there, you can issue a refund or add notes directly within the report.
You can click on an individual record within the report to view a pop-out with the payment details. From there, you can issue a refund or add notes directly within the report.
You can also view the payment schedule and paid installment or recurring payment details for those members on installment and recurring plans from within an individual's record.
To select and view a different report, click on the All dropdown menu
The different reports you can view are:
Fees & Returns: See what fees and returns your group has processed and for whom.
Recurring: See what members have recurring payments and view payment details.
Installment: See what members are using installment payments and view remaining installments for each.
Transfers: View all fund transfers in one place such as donations, dues, etc.
Failed: View a report of payments that have failed to process for any transaction.
To adjust the date range of the report, click on the Any Time dropdown menu.
Fees & Returns: See what fees and returns your group has processed and for whom.
Recurring: See what members have recurring payments and view payment details.
Installment: See what members are using installment payments and view remaining installments for each.
Transfers: View all fund transfers in one place such as donations, dues, etc.
Failed: View a report of payments that have failed to process for any transaction.
To adjust the date range of the report, click on the Any Time dropdown menu.
To filter the data within the report, click on the Quick Filters dropdown menu
To change the columns that are included in the report, click on the Choose Columns dropdown menu.
You can rearrange the order of the columns to create the best view for you by clicking on the column header and dragging it to its new position in the report. When you're in position to drop the column you're dragging, a plus sign will appear.
You can rearrange the order of the columns to create the best view for you by clicking on the column header and dragging it to its new position in the report. When you're in position to drop the column you're dragging, a plus sign will appear.
When viewing all payments, your selection of columns and column order adjustments will automatically be saved. After selecting/deselecting columns from the Choose Columns dropdown menu or re-ordering columns, a message will briefly appear at the bottom of your browser as a confirmation that your settings have been saved. The next time you view the All Payments report, your saved column settings will apply
To make it easier to view the information you need you can lock a column in place by clicking on the more options icon (three vertical dots) in the column header and selecting Lock.
Locked columns shift to the left-hand side of the report and are shaded. This will help keep a specific column in view as you are scrolling through data across other columns.
To export and download an Excel file of the report, click on the download icon.
Note: Your download will only include data for the date range of your search results if you'd like to download the complete report history since account creation remove the date range.
Note: Your download will only include data for the date range of your search results if you'd like to download the complete report history since account creation remove the date range.
