Reports

All reports can be exported to CSV or Tab Delimited format. Additional file formats such as QuickBooks are available in the Transaction reports module.

Transaction Report
The Transaction Report shows you all individual transactions. To access the Transaction report, simply go to Reports > Transactions On this repor...
Mon, Jun 11, 2018 at 4:24 PM
Settlement Report
The Settlement report shows you details of deposits that go into your bank account. To access the Settlement report, simply go to Reports > Settlem...
Mon, Jun 11, 2018 at 4:24 PM
AutoPayments Report
The auto-payments report shows you which customers have setup recurring payments on their own payment cycle. Users that have set up a one-time payment for a...
Mon, Jun 11, 2018 at 4:24 PM
Payment Categories Report
The Payment Categories Report enables you to view all individual transactions by payment categories so you can see what the payments were for. To access...
Mon, Jun 11, 2018 at 4:25 PM
Export Reports
To export a report, Click on Reports > Select the report that you would like to export Click on the Export button Select the file type you wish to ex...
Mon, Jun 11, 2018 at 4:25 PM
Automated Reports
You have the option to automatically receive the Transaction and/or Settlement Report in your email on a daily, weekly, or monthly basis.  To set up an ...
Mon, Jun 11, 2018 at 4:25 PM
Export Wizard
The Export Wizard allows you to filter and format the report prior to exporting. To access the Export Wizard: Click on Reports > Select the report ...
Tue, May 15, 2018 at 1:33 PM