Payment reports in Regpack have the ability to gather all of the necessary data you need to view and manage applicant payments. This feature is also helpful when accounting for the deposits you have received from your payment processor, as you have the ability to run this report based on a customized date range, which you can set to coincide with your deposit schedule.
To run a report on payments in your system, head over to the “Payments” tab.
Once you are there, you can filter based on the report details you need, by clicking the blue “Payment Report” button. To learn more about how to use the Filtering tool in Regpack, head to this article.
The Payment Report tool enables you to download a CSV report containing the designated information for user payments. The report will present the payments according to your current filter.
The payments tab also gives you the option of showing only active users, only inactive or all users active and inactive. You can make this distinction by hovering over the active users button above the payments.
It is important to note that we recommend looking at all users active and inactive when trying to reconcile deposits. For example, if you were to archive a user who recently made a payment or was issued a refund, this could be confusing when trying to reconcile a deposit, as their data would not be included in a report of only active users. Please see below:
Once you’ve deciphered the user group you would like to run a report on, you can then select the fields you’d like included or removed from your report, and merge it with an existing User Report for a more comprehensive report.
Click the blue “Add to Report” button for any field you’d like included in your Payment Report. Select the red “Remove From Report” button if you would like to remove this field from your Payment Report.
Fields to select for your report include the fee paid to the processor, allocation, and more. The benefit of having the ability to add/remove fields before running the report is that you can make your reports as complex or as simple as you’d like without having to make edits once the report is exported.
Once you have configured the report you need, select the ‘Run Report’ button to export. If you’d like to merge the data with an existing User Report, click “Merge Payment Report with User Report”, select the report you’d like to merge, and then run the report.