Chapter 7:  Reports

From the Reports center you can create, view, and export details about the transactions processed in your ReceivablesPro account. The Reports dashboard provides a graphic snapshot of activity by transaction type, as well as one click access to all of the reports in your account. The standard reports section provides four commonly used reports. In the custom reports section, you can create your own filters and set your own field displays to view and export transaction data as needed to meet your specific business needs.

 

In addition to viewing reports from the Reports center, you can use the Reports Quick Links in side navigation to view any standard or custom report.

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You can also access basic transaction reporting and export from the manage payments screen. However, the Reports center is the only place where you can export detailed transaction data. Additionally, using custom reporting in the Reports center provides greater control over data filtering and the fields included in reports.

The following sections describe each reporting function in detail. You can click on the Next links, located at the bottom of each screen, to read through the entire section. Or click one of the links below to jump to a particular area of interest.

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