Feature Updates 03/04/2026

Payment Reports Hub & Payments Snapshot

Overview

A new Payment Reports Hub gives payment administrators a single command center for payment-related reports. The hub introduces a Payment Snapshot report with three period views: Current (year-to-date), Last Week, and Previous Year (annual review), plus quick access to the existing Payment Report and User Payment Report.

Payment Reports Hub

Location: Admin → Payments section → Reports

Who can use it: Users with Donor Admin or Payments Admin role.

The hub is a landing page that surfaces:

1. Payment Snapshot (new) — Current, Last Week, and prior-year annual views.
2. Payment Report — Executive-ready report with date-range picker (Last Week, Last Month, Last Quarter, Last Year, YTD).
3. User Payment Report — Roster of users who paid in the selected range (BETA), with the same date presets.

All date ranges use the organization's default timezone (e.g. America/New_York) for consistent reporting.

Payments Snapshot — Period Views

The snapshot page includes a period switcher (Current | Last Week | [Previous Year]) in the header so users can change view without leaving the report.

• Current: Payment Snapshot for year-to-date (YTD). Default view.
• Last Week: Last week payment snapshot (Monday–Sunday of the previous week in domain timezone).
• Previous Year: Prior calendar year payment review (e.g. "2024 Payment Review").

What the Payment Snapshot Includes

The snapshot focuses on payments (non–tax-deductible, approved transactions: event registrations, merchandise, fees, tuition, etc.), not donations.

• Health score — High-level payment health for the selected period.
• At a glance — Totals and comparisons across weekly, monthly, and YTD (or period-appropriate) ranges.
• Period comparison table — Amounts, transaction counts, payer counts with prior-period and year-over-year change indicators.
• Payer lifecycle — First-time vs returning payers, lapsed and upgraded payers (with prior-year comparison when data exists).
• Payment method breakdown — Distribution by method (card, ACH, etc.) for the focus period.
• Payment patterns — One-time vs recurring payment mix.
• This time last year — Natural-language comparison to the same week or prior year when historical data is available.
• AI executive summary — Factual narrative summary of the visible metrics (no invented numbers); cached per domain, date, and period.
• Print / PDF — Print, "Save as PDF," and "Executive Summary PDF" for sharing.

Where to Open the Snapshot

• From the hub: Payment Reports → Payment Snapshot card → Current Snapshot or the Current | Last Week | [Year] Annual Review quick links.
• From the Payments list: Snapshot dropdown → Current Snapshot, Last Week, or [Year] Annual Review (each opens the snapshot in a new tab with the correct period).

Summary

• Payment Reports Hub: Single page for Payment Snapshot, Payment Report, and User Payment Report with clear entry points and date presets.
• Payments Snapshot — Current: YTD payment snapshot with health score, lifecycle, methods, patterns, YoY comparison, and AI summary.
• Payments Snapshot — Last Week: Same snapshot focused on the previous calendar week (Mon–Sun in domain timezone).
• Payments Snapshot — Previous Year: Full prior calendar year payment review with the same sections and comparisons.