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Payment Reports

Find out what payments have been made and when.

Hannah Benneworth avatar
Written by Hannah Benneworth
Updated over 2 years ago

Search for what payments have been made and when. View all payment methods and refunds. Download the report for help with your accounts.

To create a Payment Report simply:

  • Click Insights from the top menu 

  • Click Payments

  • Choose your search period (maximum search period is 31 days) If you want to view a longer period then 31 days you can download up to 365 days via the csv report.

  • Click View Payments

  • Download CSV Report if you'd like to further analyse the information

  • The report will be emailed to the user logged in email address as long as they have permission in their USER ROLES

  • Open up the CSV in your favourite spreadsheet app, and get stuck in!

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