Payments Reports

The Payments Report page has links to several preset reports and an option to customize a report. The preset reports help an administrator quickly retrieve key payment information.

Payment reports overview
The Payments Report page has links to several preset reports and an option to build a custom report. These reports help an administrator quickly retrieve ke...
Tue, May 8, 2018 at 2:31 PM
View a preset payments report
An administrator or manager can view pre-designed payment reports by doing the following: Place the mouse pointer over the Menu and select Reports > ...
Tue, May 8, 2018 at 2:31 PM
Edit preset payments report filters
When viewing a pre-designed payments report, an administrator or manager can change the filters to view different information on the report. ...
Thu, Jan 22, 2015 at 3:24 PM
Quick reference guide: Resolving outstanding payments
Use this step-by-step guide to help you resolve outstanding payments. Note: Only staff members with the admin or manager permission level can pull this re...
Thu, Mar 2, 2017 at 11:16 AM
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. Place the mouse pointer over the M...
Thu, Jan 22, 2015 at 3:32 PM
View transaction details from a payments report
An administrator or manager can view plan information and associated transaction(s) for a payment within a payments report. When viewing a paymen...
Fri, Jan 23, 2015 at 12:10 PM