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View and Export Customer Payments/Refunds Report

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Article Number 000028970
Article Type Article}
Article Link https://support.activenetwork.com/camps/articles/en_US/Article/Viewing-Exporting-Customer-Payment-Refund-Report

Content Details

Use these steps to view all payments and refunds recorded in your system, including those processed electronically through Camp & Class Manager and those recorded manually. The report includes credit card, check, and cash payments and refunds.
To run the report:
  1. On Finance tab, click Reports tab
  2. Locate and select Customer payments/refunds
  3. In Time period fields, enter the date range
  4. (Optional) Click Edit filter criteria to set filters per season, payment types or refund transactions
  5. Click Run report
  6. (Optional) Click Group by dropdown, and select Payment method, Customer, Type, or Season to group transactions by those criteria
  7. (Optional) Click Schedule to send automatic scheduled reports to others
  8. (Optional) Click Export to download an Excel spreadsheet
  9. (Optional) Click Share to Share reports with other users