Billing / Billing / Filters / Payments How to Download the Payments Report

The Payments report includes all of the organization’s payment information contained in the Billing module.

To export the Payments report:

  1. Navigate to the Billing module and select Payments.
  2. Click the calendar drop-down and select the following dates for the report to pull from: Today, Yesterday, Last 7 Days, This Month, Last Month, or a custom range.
  3. Select or unselect payment types in the Payment Types drop-down and click Apply filters.
  4. The + next to each payment expands for more information on the billing entry.
  5. Click the cloud icon on the right-hand side and choose either CSV or Text file.
    • In the Export pop-up, click Download to export the report to your computer, or Go To Files to view the report file in the Files module.