Creating a Report

Reports help you keep track of transaction and the net money generated from transactions.  These can be customized in transaction reporting, exported as Excel, CSV, PDF, or printed, and the settings of the report can be saved so you can quickly generate the report later.

To Create a Report:

1

After you have logged into the Client Manager, you are welcomed by the transaction report for all transactions occurring within the last 7 days.

2

Customize the information you would like to see by clicking on the ' filter icon' in front of each column title. Common filters to apply are Date and Form Title.

3

After you have filtered your report, open up 'columns to display.' From here you can select the standard and custom columns you would like displayed on your report. Custom columns are custom data fields on your form, and standard columns are data fields that exist on all forms (i.e. payer information fields).

4

You can download it to a CSVor Excel file by clicking one of the download options in the top right corner. You can also save the report if you need to come back to it at a later date.

If you need further assistance, please give us a call and anyone answering the phone can walk you through these steps. Thanks!