Overview
Payment Manager is a powerful reporting engine that allows you to create, save, and automate custom reports. By selecting only the data points you need, you can generate actionable insights on demand or have them delivered directly to your inbox.
Creating a New Report
To get started, click the + sign in the Reports tab.
Step 1: Choose Report Type
Personal: Only visible to the user who created it.
Global: Available to the entire team.
NOTE: You must have Admin permissions to create Global reports.
Step 2: Select a Date Range
Choose a timeframe ranging from Today to All Time.
Static Ranges: If you select specific dates (e.g., 11/1–11/15), a recurring report will always pull data for that specific window.
Relative Ranges: Use options like Today, Last Month, or This Week for scheduled reports so the data stays current automatically.
Step 3: Set Your Filters
Use advanced criteria to refine your data set.
Include All Attempts: By default, reports show approved payments only. Check Show declines, errors and voids for a complete transaction history.
Logic Toggle: Check Show results that meet any of the criteria if you want to broaden your results; otherwise, the report will only show items that meet every filter condition.
Step 4: Define the Layout
Group By: This determines how your data is organized (e.g., by Payment, Date, or Payer).
Column Selection: Drag fields from the Available Fields list and drop them into the Included on Report column. You can reorder them by dragging them within the list.
Step 5: Automate with Email Scheduling (Optional)
Toggle Set Email Schedule to On to receive reports via email.
Frequency: Choose from Daily, Weekly, Monthly, Annually, or One Time.
Timing: Set the specific time for the report to run (Note: All times are in Central Time).
Recipients: Enter email addresses separated by commas. Scheduled reports arrive as a lightweight Excel spreadsheet for easy data manipulation.
Step 6: Save and Run
Save and Run: Saves your parameters/schedule and immediately displays results.
Run: Displays results immediately without saving the report for future use.
Save: Saves the report for later without running it now.
Managing Your Results
Once a report is generated, you can further customize your view:
Column Configurator: Click the icon in the upper right to toggle visible info.
Organization: Click headers to Sort, or drag columns to Rearrange them.
Filter: Use the icon in the column header to refine the data currently on your screen.
Export: Download your data as a .csv file.
TIP!
Changes made to the results grid are user-specific. Your custom view will be saved as your default without affecting your teammates' views.