The Reports > Standard2 Reports > PAY007 Individual Payment $/# Over Period Report report will show all individual payments over a specific date range. This will include if a client has given multiple times, as each individual payment will be shown.
Report Criteria Options
There is a number of options available on the criteria of this report:
- Date Range (Mandatory)– you can pick a specific date range (start and end date) or use the Moving Date Range which allow you to set a date range (start and end) from the current point in time that is not set to a specific date (helpful if you convert this to a dynamic list or report)
- Payment Amount – this allows you to limit for specific payments of Less Than, Equal, Between certain amounts
- Source Code(s) – this allows you to restrict to specific type of source code that the payments are for, and only payments on those source codes will be displayed
- All GIFT source codes (Active) – will include all payments where the source code has been defined as a GIFT – where the source code is Active
- All GIFT source codes (Active & Inactive) – will include all payments where the source code has been defined as a GIFT – where the source code is either Active or Inactive currently.
- All Tax Deductible (Active) – will include all payments where the source code is Active, and the payment has been defined as Tax Deductible
- All Tax Deductible (Active & Inactive) – will include all payments where the source code is both Active and Inactive, and the payment has been defined as Tax Deductible
- Payment Method – allows you to restrict payments displayed by a specific payment method, and multiple methods can be selected. If left blank, all payment methods will be included
- Organisation Type – allows you to only show payments that are by a specific type of Organisation (Setup > Client > Organisation Types), if left blank, it will disregard, and all clients of all types will be included.
- Category and Secondary Category – allows you restrict clients displayed who are currently in either a specific Category or Secondary Category
Specific Output Fields
Along with the standard client output fields, you also can show specific payment fields, these include:
- Payment ID – the PAYxxxx ID of the transaction
- Payment Date – the date the payment was made
- $ Amount – the total amount of the payment made
- Source ID – the Source ID of the payment made
- Payment Type – the Payment Type selector defining the type of payment
- Payment Method – how the payment was made (Cash, Cheque etc)
- Delivery Method – how the payment was received (ie. Online, in Person)
- Receipt Name – the receipt name that was issued for the specific payment
- Comment/Note – any specific comment or note that was made attached to the payment
- Gateway ID – if a payment gateway was used for the payment, the ID number from the gateway is set on this field
- Regular ID – if the payment was associated with a regular payment/subscription/membership – this is the REGxxxx ID number of the associated payment.
- Payment Tag – if a tag was attached to the payment, this is the payment tag for the payment
- First Time? – will be shown as Y if this was the first payment ever for the client
- Entered Date/Time – will show the Date and Time the payment was entered into Profiler
Select all the criteria you require for the report, and select the output fields, and choose the Run Report option at the top of the screen to run the report