Generating Payment Reports

You can generate payment reports from the Report Menu screen under Reports (REPORT_EXP) > Payment Reports.

  1. Navigate to the Report Menu screen. Click Main > Reports Menu.
  2. Expand the Payment Reports node under Reports (REPORT_EXP).
    Double-clicking the categories expand or collapse the category. Clicking the node icon () also expands or collapses the category.
  3. Select and double-click the payment report you want to generate.
  4. Fill in the filters for the report. Depending on the report, you may have additional filter options to further refine the generated report.
  5. Generate the payment report.
    • Click OK to generate the report in PDF format. The report in PDF format is opened in a browser window.
    • Click Excel to generate the report in spreadsheet format. The report in XLS format is opened in Microsoft Excel.