There are a collection of pre-made transaction reports within Payment Manager that allow you to quickly view all approved transactions for a preset time period. The following time periods are available:
- Past 7 Days
- Month to Date
- Year to Date
If the dates you are not looking for do not fit into any of these ranges, you will need to perform a custom search under Advanced Search. Please keep in mind that the pre-made reports only display approved transactions. Declines and errors will not appear in the results grid.
- Go to Payment Manager in the left navigation bar.
- Use the dropdown menu beneath "Show me all approved payments from:" to select your desired report.
- Click the Search button. Results will automatically be displayed.
- If you wish to sort oldest to newest, click the sort button in the header of the Date column.
- Use filters at the top of each column to narrow your search (if necessary).
- Each report can easily be exported to Excel to save for your records. Simply click the Export to Excel button and save a copy on your computer.