Create a payments report using filters

If a preset report doesn't fit your needs, you can create a payments report using the advanced filters.

1. Place the mouse pointer over the Menu and select Reports > Payments. The main Payments Report page appears.
2. Click the Build Custom Report button to display the Advanced Filters page.
3. Narrow the report by entering one or more of the following criteria:
1. Select one or more Payment Types checkbox to view payments associated with a specific category(s) of payment. Leave the checkboxes unchecked to view payments of any payment type.
2. Select one or more Payment Status checkbox to view payments associated with a specific payment status(s). Leave the checkboxes unchecked to view payments with any payment status.
3. Select one or more Last Transaction Status checkbox to view payments with a specific last transaction status(s). Leave the checkboxes unchecked to view payments with any transaction status.
4. Select an Auto Charge option to view payments set to be automatically charged, not automatically charged or either.
5. Select one or more Account Type checkbox to view payments associated with a specific type of account(s). Leave the checkboxes unchecked to view payments of any account type.
6. Within the Due Dates area, choose a Month & Year to view payments due in that selected month and year or enter a Date Rage in the from/to fields to view payments due on or within the specified set of dates.
7. Within the Payment Date area, choose a Month & Year to view payments that were paid in the selected month and year or enter a Date Range in the from/to fields to view payments paid on or within the specified set of dates.
8. Select one or more Wellness Plan Status checkbox to view payments associated with plans assigned the selected status(s). Leave the checkboxes unchecked to view payments associated with plans of any status.
9. Within the Amount Due – Dollar Range from/to fields, enter a range of dollar amounts to view payments where the dollar amount due is within the specified range.
4. In the Columns to include area, select each column to display on the report.

Note: Use the back to payment report presets link to exit.

5. Click the Generate Report button. A report displays information based on the conditions entered.
6. When finished, click the Generate New Report button to return to the main Payments Reports page.