Detail

Use the Detail Report to view payment and registration details. The Purchased option displays only active purchases, excluding refunds and transfers.

Detail report - Show all data relating to payments

1. To navigate to the detail report from your dashboard, click Reports → Payments → Detail

2. You will then see a screen similar to the below.
   
   

   

   
   

3. When you select a product from the Products dropdown, any related beneficiary information or product questions will automatically appear as additional fields in the report.
   
   

   

   
   

4. You can then select the fields you would like displayed in your report, and click Generate and you will see a report similar to the below.
   
   

   

   
   You can search for data, use the sort arrows to sort the date in columns, export the report and use the report for communicating with your customers.
   

5. Similar to the above steps, you can also report via category, use the Product Categories fields to select the category you wish to report on, and select the date you want from all relevant fields.
   
   

   
   

6. All fields on the report allow you to search, select multiple options from the field and also select/deselect all.

Detail report - Show purchased only

1. If you want to use the Detail report but only return data that relates to current purchases, i.e. excluding any previously refunded transactions, you can enable the switch Show Purchased Only.
   
   

   
   

2. This will return the total amount paid for each customer, per product selected, in one line item on the report.

Save as Default

1. If you are running the same details on the report each time, you have the option to select all the relevant fields and then click on Save as Default.
   
   

   

   
   

2. Your preferences will be saved, making it quicker and easier to access the report with the same settings in future.