Generate a Payment History Report

Use the Payment History pane to generate a Payment History report. The report displays payments received within the specified date range.

To generate a Payment History report

1. In the menu bar, click Reports and then click Payment History. The Payment History pane appears.

2. In the Start Date list box, click the start date for which to display data.

3. In the End Date list box, click the end date for which to display data.

4. Click Get Payments.

5. Click the plus sign (+) to expand sections of the report.

6. To modify the report view, see Report Options.

7. To export the report to a Microsoft Excel file, do the following:

1. Click Export to Excel. The Save As dialog box appears.

2. In the File name box, type a name for the file and then click Save.

8. To export the report to a Comma Separate Value (CSV) file, do the following:

1. Click Export to CSV. The Save As dialog box appears.

2. In the File name box, type a name for the file and then click Save.

Related Topics

Report Options

Reports