Donations and Extended Payments Reports

Payment requests report

The Payment requests report pertains to the Donations + Extended Payments module.

Use the Payment requests report to generate an itemized log of donor payment requests (i.e. extended payments that donors have been requested to make). Filter payment requests by the request status (paid; unpaid; or refunded) and/or the date the payment request was generated.

First, navigate to the Financial Dashboard by clicking the Financial link in the top navigation bar.

Next, go "Donations and Extended Payments reports" and select "Payment requests report."

Filters

To control which payment requests populate in your report results, use the report filters.

Filter payment requests by:

  1. Enrollment year
  2. Payment status
    • i.e. whether the extended payment is currently paid; unpaid; or was paid and then refunded
  3. Date generated
    • i.e. the date the payment request was created for the donor (not necessarily when the extended payment was made)

Report Results

View an itemized list of payment requests that match your report filters.

  • Requests are listed in chronological order, with the newest request at the top.
  • Click any of the column headers to sort the results in ascending order per the data in that column. Click the column header a second time to sort by descending order.
  1. Double click to print or export the report results
  2. For each payment request, view the following details:
    • ID: The unique ID number assigned to each transaction
    • Date generated: The date the payment request was created by an admin
    • Donor: The name of the donor the request is for. Click to go to their profile.
    • Family: The name of the family the extended payment will apply towards. Click to go to their profile.
    • Amount: The amount of the requested payment
    • Payment method: If the request is paid, the payment method used to make the extended payment
    • Status: The status of the payment request (paid; unpaid; or paid then refunded)
General donations report

The General donations report pertains to the Donations + Extended Payments module.

Use the General donations report to generate an itemized log of the general donation payments made by donors. Filter payments by the payment method, status (paid or refunded) and the payment date.

First, navigate to the Financial Dashboard by clicking the Financial link in the top navigation bar.

Next, go "Donations and Extended Payments reports" and select "General donations report."

Filters

To control which donation payments populate in your report results, use the report filters.

Filter donation payments by:

  1. Enrollment year
  2. Payment method
  3. Payment status
    1. i.e. whether the extended payment is currently paid; unpaid; or was paid and then refunded
  4. The date the donation was made

Report Results

View an itemized list of general donation payments that match your report filters.

  • Donations are listed in chronological order, with the newest request at the top.
  • Click any of the column headers to sort the results in ascending order per the data in that column. Click the column header a second time to sort by descending order.
  1. Double click to print or export the report results
  2. For each donation, view the following details:
    • ID: The unique ID number assigned to each transaction
    • Date: The date the payment was created
    • Donor: The name of the donor the request is for. Click to go to their profile.
    • Amount: The amount of the donation payment
    • Payment method: The payment method used to make the donation payment
    • Status: The status of the donation payment (paid or refunded)