The Online Payments Report helps you track and analyze payment activity in your community. You can easily view transaction details, customize the layout to focus on the information that matters most, and apply filters to narrow results by date, payment method, group etc. This user guide outlines how to view and customize the online payments report to display specific information.
For a detailed demonstration on how to use the Reports feature, refer to the following video guide:
Viewing & Customizing Reports
1. Select Reports from the main menu.
2. Locate the Amenity Booking & Store section and select the Online Payments report by clicking the graph icon beside the report. Alternatively, you can search for the report at the top of the Reports page.
Tip: If you plan to use this report regularly, click the star icon to add it to your favourites.
3. By default, the Online Payments report is sorted by Payment # and includes the following payment details: User, Unit, Payment Name, Date, Status, Type, Service Fees, Amount and Total. To customize the fields select Customize Report (click to toggle).
4. Add a custom name for your report. Then, select which fields you would like displayed by clicking and dragging them to either the "Do not show" or "Show" section. If you plan to use this customized view again, select Create New to save the template. Once completed, click Run Report.
5. Next, select the funnel icon to further filter the report.
Note: Apply your filters after your customizations. Otherwise they will be wiped when you run the new customized report.
6. The Funnel feature will allow you to the filter the Online Payment report: You can put in different parameters below depending on your criteria on the report you trying to create. Once completed, click Submit to run the filtered report. Made a mistake? Click Reset to clear the filters.
7. To download a copy of the report, select Export and pick a file format.
You have successfully downloaded your customized and filtered report.
Additional Resources