The Payment Export report provides an exportable list of payment transactions. Filter results by transaction dates, event dates, payment methods, and transaction types.
Description
Use the Payment Export report to review payment transactions within a selected transaction date range. You can also filter the results by event dates, payment method, and transaction type.
Report Example
Available Filters
Use the following filters to select the transactions and events included in the export.
| Field Name | Available Values | Default |
|---|---|---|
| Event(s) | A single event | All |
| Transaction Start Date | Starting date for transactions | Beginning of time |
| Transaction End Date | Ending date for transactions | Today |
| Starting Event Start Date | Any date | Current date |
| Ending Event Start Date | Any date | End of time |
| Starting Event End Date | Any date | Current date |
| Ending Event End Date | Any date | End of time |
| Payment Method(s) | Payment methods defined in your Boomer system | All payment methods |
| Transaction Type(s) | Payment transaction types | Credit Cards - Captured Credit Cards - Refunded Manual - Received Manual - Refunded ACH - Captured ACH - Refunded |
Filter Details
Event(s): Selects an event for the report. All events are included by default.
Transaction Start Date and Transaction End Date: Set the date range for payment transactions. The default range begins at the beginning of time and ends today.
Starting Event Start Date and Ending Event Start Date: Set the date range for event start dates. The default range begins on the current date and ends at the end of time.
Starting Event End Date and Ending Event End Date: Set the date range for event end dates. The default range begins on the current date and ends at the end of time.
Payment Method(s): Selects which payment methods to include. All payment methods defined in your Boomer system are included by default.
Transaction Type(s): Selects which payment transaction types to include. By default, the report includes captured and refunded credit card and ACH transactions, along with received and refunded manual payments.
Sample Report
Open the Payment Export PDF to see an example of the completed report.