Financial- How to pull a payment report for a day, month, quarter

To pull a payment report navigate to the Payments > Payments/Adjustments screen- 

Select the Search Criteria option, enter a date range, select a payment type etc, then press View

Select the Actions menu, then select Export-CSV or Export PDF to create a report. 

  • These options will allow users to see basic payment information

If further detail is required for online type payments, select the Payments > Online/POS option from the drop down menu

Enter search criteria, then press find-

Press the actions menu and select one of the export options.