Payments report

Payments report is accessible from the Dashboard page menu:

To start of, specify the following options:

• range of dates to report on
• whether to include pending payments (by default only confirmed payment transactions are included). See Payment workflow and payment transactions log)
• which transactions to include: events and/or membership and/or donations

• Note: Data for this report is only being collected since the release of payment transactions log on July 21st. Earlier transactions are not included in this report.

Once generated, it will contain a totals column and a column for each month within your data range.

• Events section will contain the total receipts for each event (linked to the event details page)
• Membership section will contain up to three rows for each membership level to provide you information on new memberships, renewals and upgrades (to this level)
• Donation section contains one line with a total number of donations

Each number in the report is hyperlinked to a list of transactions it corresponds to - click on the number to drill down:

Pending transactions can be included at your choice Refunded or canceled transactions are included as positive income in the month they were confirmed and reversed as negative income in the month they were canceled or refunded. If it was within the same month, the net effect is zero.