How Do I View Reports for All Group Transactions?

Admins can view reports for all group transactions or separate reports that break down types of payments.

View the payments report (all group transactions)

View the transfers report (all fund transfers)

View membership payments and member status (payments made by members only)

 

View the payments report

  1. Click Reports on the left navigation bar
  • You’ll be taken to the default reports view, which is the Payments tab. From this view, you can also access the other reporting tabs: Fees & Returns, Transfers, Recurring, Installments, and Failed.
  1. Filter results by choosing the dates of the payment you wish to view

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  • You can also filter by service to view only payment forms, only QuickPays, only donations, etc.
  1. You can further customize the data that is displayed by clicking the Choose Columns button
  2. Export to Excel by clicking on the Export Table tab

Note: The payments report shows all payments received for your group. The Source column indicates the method of the payment. This is a great way to filter payments received with multiple payment forms, donation campaigns, and QuickPays set up within your group.

 

View the transfers report 

Direct deposit transfers take the hassle out of fund transfers. Our transfer report allows group admins to track all fund transfers in one place, instead of viewing individual bank transfers. When your group collects payments like donations, dues, or sales, memberplanet holds the funds until the transfer period comes to a close. Depending on which transfer option the group leader has selected, memberplanet will disburse the fund balance into the group bank account each week, month, quarter, or year.

  1. Click Reports on the left navigation bar
  • You’ll be taken to the Payments tab by default.
  1. Select the Transfers tab
  2. Filter results by choosing the specific dates you wish to view
  3. Customize the data by clicking the Choose Columns button
  4. Select the gear icon to view the payments received in each transfer

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  1. Export to Excel by clicking on the Export Table tab

 

View membership payments and member status  

You might receive payments from members and non-members, however, there may be times when you only want to view membership payments, or the payment history of a specific member. Admins can access membership reports at any time in the Reports section of the main menu. Membership reports show all data pertaining to members payment schedule and status.

  1. Click Reports on the left navigation bar
  2. Select Membership Levels
  3. Select the Members tab to view a list of individual members
  4. Use any of the search tools at the top of the table to sort members by status or type

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For all payment history for a specific member:

  1. Click Reports on the left navigation bar
  2. Select All Payments in the submenu
  3. Use the date fields to specify the time frame you are searching
  4. Use the search bar to find member by name or email

Glossary - View Reports for All Group Transactions

 

QuickPay: invoicing to collect and manage payments from members.