To view a custom report, click its linked Report name in the custom reports table on the Reports dashboard.
The report will open and look similar to the sample custom report below:
The Date range filter appears above the table, and you can use it to change the dates included in the report. (See Filtering Custom Reports by Date below for details)
The Payment Methods filter appears above the table and you can use it to change the payment types included in the report. However, it cannot be used to include payment types not included in the original report configuration. For example, if you created a custom report and checked only the “Credit card” box in the Payment Options Type section, you cannot use the Payment Methods filter to add ACH payments to the report. However, you can use the filter to display only American Express transactions. (See Filtering Custom Reports By Payment Method below.)
A SNAPSHOT of activity always appears above the table. The SNAPSHOT covers only the filtered data in the table report. Thus, the values in the SNAPSHOT will change as you change the date range and payment methods filters for the report.
NOTE: You will always see the snapshot with values for each status, regardless of whether you include transaction fields in the report itself.
This snapshot provides a total number and dollar amount for the following payment statuses:
Settled Transactions-- Successful
payments with a status of “settled” for which you have received funds
in your bank account.
NOTE: Funds may not appear in your bank
account until several days after ReceivablesPro records
them as settled. This is a reporting issue related to your bank.
Unsettled
transactions-- Payments that have been successfully submitted for
processing, but have not yet settled. You have not yet received funds
in your bank account for these transactions. Transactions with a status
of “Authorized” and “Posted” are included in this sum.
NOTE: It is possible that your customers
will see the funds debited from their accounts for these transactions,
even though you have not yet received the funds.
Unsuccessful transactions-- Payments that were not successfully processed, were disputed by your customers, or payments that you voided. Transactions with a status of “Voided,” “Returned,” “Returned NSF,” “Chargeback,” and “Failed” are included in this sum.
The table displays 10 rows at a time. If all of your field columns don’t fit in the screen, use the left-right scroll bar at the bottom of the table to scroll through the results. Click the linked page numbers at the bottom of the table to navigate through the table results.
You
can click any of the column headers to re-sort the table results based
on that column. Click once to sort from high-to-low, and click again to
sort from low-to high. You may need to scroll right in order to find the
column by which you want to sort.
NOTE: Not all fields will be sortable. Export
to Excel to sort by any field.
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You will always know which column is being used to sort the table, and whether the sort is high-to-low or low-to-high by looking for the arrow indicators next to the column headers, as shown below: 
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You
can click on any linked Customer ID in
a custom report to open the Customer Record in view mode. (See Viewing Customer Records in Chapter 6.)
NOTE: When you click the linked Customer ID from any report, a “back to report” link
at the bottom of the Customer
Details screen will take you back
to the report you were viewing prior to opening the screen.
You
can click on any linked Transaction
ID included in a custom report to open the Transaction
Details page for the payment. (See Viewing Transaction Details in Chapter 4.)
NOTE: When you click the linked Transaction ID from any report, a “back to report” link
at the bottom of the Transaction
Details screen will take you back
to the report you were viewing prior to opening the screen.
You can also export the report in Excel, csv and Adobe Acrobat format by clicking the “pdf” or “xls” or "csv" links in the Export to section at the top of the screen. (See Exporting Custom Reports below.)
