An administrator or manager can view plan information and associated transaction(s) for a payment within a payments report.
- When viewing a payment report, click the Details link to the far right. The line item expands to display the plan(s) and transaction(s) associated with the payment.
- If needed, click the View Plan link to the right of a plan to display the associated Client Summary Page in a new tab on the browser. Close the tab to return to the report.
- Click the Close link to collapse the details area.
- When finished, click the Generate New Report button to return to the main Payments Report page.