Knowledge Base
10 results for “Payment Reports”
Payment Report
Payments User Guide Mar 18, 2026

Payment Report: Executive-Ready Insights for Church Leadership Churches process more than donations. Event registrations, bookstore sales, mission trip fees, tuition payments, and merchandise orders flow through your giving platform every week. Each transaction tells a story—who’s paying, what drive

Payment Reports Hub
Payments User Guide Mar 18, 2026

n buttons or date controls. Report Card Structure Report cards fall into two visual styles. Newer reports (Payment Snapshot, Product Sales Report, and the four Sales-by variants) have a teal border and a NEW badge. The Payment Report, User Payment Report, and Sales Tax Report use a standard border.

User Payment Report
Payments User Guide Mar 18, 2026

Roster: Lists every user who paid in the selected range with total amount, transaction count, recurring status, and last activity. Summary Cards: Total Users, Total Amount, and Total Transactions at-a-glance for the selected period. Payment Date Filter: Date range picker with a maximum of 365 days.

Payment Snapshot
Payments User Guide Mar 18, 2026

Payment Snapshot: Your Church’s Payment Health at a Glance Event registrations, merchandise sales, camp fees, tuition payments, and ministry-related purchases—these non-donation transactions represent a significant part of many churches’ financial activity. Understanding how your congregation engage

Payments Dashboard
Payments User Guide Mar 18, 2026

t display the totals for each category. New Users are those who created an account during the period. Active Users are those who made a payment during the period. Inactive Users are those who did not pay during the period but have paid in the past. Use this to understand your payer base and growth.

Custom Form Reports
Custom Forms User Guide Mar 18, 2026

ull transaction list with search and pagination. Revenue and Transaction List Key sections include: Summary Stats: Total revenue, transaction count, submission stats. Revenue by Form: Each form that collected payments, with total amount. Revenue Trend Chart: Daily or weekly revenue over the period.

Custom Form Reports
Custom Forms User Guide Mar 18, 2026

ge status) for each transaction, which indicates the settlement or processing state. If no transactions match your filters, you’ll see a message: “No transactions match the current filters.” Revenue Trend Chart The Revenue Over Time chart displays daily revenue across the selected date range. It use

Payments User Guide
Payments User Guide Apr 28, 2026

ction media. Product Pages — Build storefront landing pages with images, linked collections, and a designated home page for your store. Orders & Transactions Checkouts — View and manage orders with status tracking, fulfillment workflow, heatmap visualization, invoice management, and CSV export. Incl

Custom Form Reports
Custom Forms User Guide Mar 18, 2026

ms that collect payments (e.g., event registration fees, mission trip deposits), the report shows a Payment Summary section when at least one payment was received in the period. Four cards display: Total Revenue: Sum of all payments for this form in the period. Average Payment: Mean payment amount.

Payments
Payments User Guide Sep 17, 2024

n approval status, such as "Approved," "Declined," and "Refunded." Beneath the snapshot grand totals, you'll find a heat map that displays payment activity based on the browsing network location of the user's checkout. This map allows you to quickly understand your user base's geographic locations.

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