How to report on payments

Reports can be generated within all tabs of the Payments module, and all users with access to the Payments module can create reports. Separate reports can be generated for payments created within Quadient AP and imported payment data.

Two types of reports can be created in the Payments module: CSV reports or PDF reports. CSV reports provide you with a spreadsheet of data, and PDF reports provide a detailed description of each transaction. 

Creating reports in the Payments module

In any tab of the Payment module, select the Payment you want to report on and click Report. Choose Selected to report on the specifically selected payments, or choose Filtered to report on all visible payments. Then, choose the report type that you need. Once generated, you can download the report. 

Report History

Under the Report menu, click View Reports. In this view, you can see the recent reports you created. Note that each user can only see their own reports.

Report Tab in Payments Module

Imported payments can be reported on through the Report tab. Use a custom filter to locate your imported payments, and click Report. Only PDF reports can be generated for imported payments. 

Report Tab in Payments Module

Imported payments can be reported on through the Report tab. Use a custom filter to locate your imported payments, and click Report. Only PDF reports can be generated for imported payments.