The Processed Payments report summarizes payment transactions processed within a selected date range. Payments can be grouped by payment method, payment gateway, event, customer type, or username, with options to include transaction details and filter by accounting synchronization status.
Description
This report provides a summary of payments processed between two dates. It can be used to review payment activity across events, payment methods, and payment processing gateways.
The View By parameter determines how payments are grouped. Available options include Payment Method (such as Visa, Mastercard, or check), Payment Gateway (such as manual processing or a configured payment processing engine), Event, Event/Customer Type, and Username.
Additional filters allow you to limit results by transaction dates, event dates, payment methods, transaction types, customer types, and accounting synchronization status. You can also choose whether to include individual transaction details.
Report Examples
Processed Payments
Processed Payments by Customer Type
Processed Payments by Payment Method
Available Filters
Use the following filters to select the payment transactions included in the report and customize how the results are grouped and displayed.
| Field Name | Available Values | Default |
|---|---|---|
| Transaction Start Date | Any payment date | Yesterday |
| Transaction End Date | Any payment date | Yesterday |
| Starting Event Start Date | Any date | Beginning of time |
| Ending Event Start Date | Any date | End of time |
| Starting Event End Date | Any date | Beginning of time |
| Ending Event End Date | Any date | End of time |
| Order # | Any specific order number | All (blank with Null checked) |
| View By | Payment Method Payment Gateway Event Event/Customer Type Username |
Payment Method |
| Payment Methods | All payment methods defined in your system | All |
| Transaction Type(s) | All available payment transaction statuses | All |
| Payment Gateways | All | All |
| Include Details | Yes No |
Yes |
| Sync With Accounting Status | Those Flagged to Send Those NOT Flagged to Send |
All |
| Sort By | Transaction Date Order # |
Transaction Date |
| Event(s) | One or more events in the store | All |
| Customer Type(s) | All customer types | All |
Filter Details
View By: Determines how payment transactions are grouped. Select Payment Method, Payment Gateway, Event, Event/Customer Type, or Username.
Include Details: Controls whether individual payment transaction details appear in the report.
Sync With Accounting Status: Allows you to limit transactions to those flagged to be sent to accounting or those not flagged to be sent.
Order #: Enter a specific order number to limit the report to that order. Leave the field blank with Null checked to include all orders.
Tip: The report defaults to transactions processed yesterday, making it useful for reviewing daily payment activity. Change View By to compare payments by event, customer type, payment gateway, or user.
Sample Reports
View Sample Report - Processed Payments
View an example of the standard Processed Payments report.
View Sample Report - Customer Type
View an example of processed payments organized by event and customer type.
View Sample Report - Payment Method
View an example of processed payments grouped by payment method.