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 all payments report (all group transactions)

View the former transfers report (all fund transfers)

View membership payments (payments made by members only)

 

View the All Payments report

  1. Hover over Reports along the left-hand navigation bar
  2. Click on All Payments

This will take you to the default All Payments view. It is set to the default date range of Any Time, which means you're viewing all payments made to your group since it joined memberplanet. All_Payment_SUPPORT_DOC_1.png

 

To select and view a different report, click on the All dropdown menu.

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To adjust the date range of the report, click on the Any Time dropdown menu.

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To filter the data within the report, click on the Quick Filters dropdown menu.

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To export and download an Excel file of the report, click on the download icon.

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To change the columns that are included in the report, click on the Columns dropdown menu.

Note: The total dollar amounts that are listed in the bottom right of the report represent complete totals for the date range selected, not page totals.

To view the former Payments report, use the following steps:

  1. Click Reports on the left navigation bar
  2. Click on the former report link in the upper right corner of the page
  • 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 All Payments report.
  1. Click on the All dropdown menu
  2. Select Transfers from the submenuXXXXXXX

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  1. To adjust the date range of the report, click on the Any Time dropdown menu
  2. Customize the data by clicking the Choose Columns dropdown menu

 

View membership payments  

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. 

  1. Click Reports on the left navigation bar
  2. Click on the Quick Filters dropdown menu
  3. Select the Membership box to view membership paymentsXXXXXXX

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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.