Access & Export CivicPlus Payments Reports

Account Owner users can access Payments reports in the Payments Portal. The tabbed reporting interface contains three sections:

• Payments Report

• Deposits Report

• Chargebacks Report

This article will show you how to access and export your CivicPlus Payments reports.

Instructions

1. Log in to the Payments Portal

2. Navigate to the Gateway Configurations tab

3. Locate the Gateway Configuration you wish to view reports for

4. Click the Actions menu (three vertical dots icon) and select the Reports option

5. Click the Payments, Deposits, or Chargebacks tab to view the relevant report

   Note: For additional details about each report type, please see the CivicPlus Payments Reporting Guide.

6. Click Export to download a copy of the desired report

   1. On the Export pop-up that appears, select a Date Range option

      • Previous month: Include all dates in the previous month in your report

      • Current month: Include all dates in the current month in your report

      • Custom: Include all dates within a specific range in your report; use the calendar pickers above the Export button to set your preferred dates

   2. Click Export to download a copy of the report to your device

      Note: If there is no data for your selected date range, you will see an error message that states: "There was no data to export. Please adjust your table filters or date range."

Resources

• CivicPlus Payments Reporting Guide

• Payments Portal