How to customize Payment Reports
This tutorial will walk you through how to customize your reports.
Each time your card on file is billed, VPM Solutions keeps a record of it in Payment History. You can access this record by navigating to the "Reports" section.
17 STEPS
1. This tutorial will walk you through how to customize your reports.
Navigate to the Reporting section in the left navigation menu and select Reports.
2. Click Quick View
3. Click on total payments
4. You can filter your results by selecting a specific date range.
5. You can filter by a specific workspace or select multiple workspaces if you manage more than one.
6. You can filter by specific job of you have multiple job you can select multiple
7. You can filter by a specific job or select multiple jobs if you have more than one.
8. You can filter by a specific assistant if you want to generate an isolated report for an individual team member.
9. You can filter by a specific country if you have remote team members located across different regions worldwide.
10. Click Save this search to save your selected filters for future use.
11. Name the filter and click on Save
12. Scroll down and click Details to view the breakdown for each billing period and charge date.
13. Here, you will see the Invoice Details, which display the charge date and billing cycle. This section also outlines the payment type, hourly rate, total hours logged, and any applicable fees.
14. Scroll down and click on Export
15. You can download the report in either CSV or PDF format.
16. Alternatively, download the report directly from the main page. Just click on the download Icon
17. That's it. You're done.
Here's an interactive tutorial
https://www.iorad.com/player/2786965/How-to-customize-Payment-Reports
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