Administrators are often asked to reconcile payments received by the corporation. While you can view the transactions list from your Embedded Payments dashboard, you may require a formal report with all the payment details. This user guide outlines how to export a transactions report from your Embedded Payments dashboard. Only users in the Payment Administrators group have access payment setup.
1. Select Setup from the user menu.
2. Pick Payment Setup from the main menu.
3. Under the Financial Reports tab, click Payments to see the list of transactions for your community. Then, select Export to download a customized report.
4. Select a date range for the transactions you would like to export. If you're looking for specific dates, pick Custom and enter the applicable date range.
5. Determine what fields you would like included on your report. You can select Default (23 fields), All (86 fields), or Custom to pick and choose for yourself.
If you opt for Custom, select/deselect the applicable fields. Once completed, click Export.
6. Your report will now be generated and automatically downloaded to your device in an Excel format.
Additional Resources
- How to Issue a Full or Partial Refund in Embedded Payments
- How to Capture a Deposit in Embedded Payments
- How to Manage Disputes in Embedded Payments