The all-new All Payments has an updated look and feel that makes it cleaner and more user friendly. The report provides admins with an intuitive, faster, and more detailed way to manage transaction data for their group. This report gives admins an easier way to consume data – without having to export to Excel (which you can still do, of course). If you’re part of an organization with a parent/child structure, you can also see and sort transactions from your child groups in the same report. This report and its features is available on all membership plans.
Speed – pure and simple – is paramount. When working with large amounts of data and transactions it’s imperative that every search returns instant results without wasted wait time.
Complete accounting summary
The report features all your transactions. In one location you can view complete running totals for payments, fees, and total transaction amount for your entire group in one location.
Totals for your transaction data is located at the bottom right side of your All Payments report.
Powerful search functions
Quickly parse group data by utilizing search options like payment amounts, partial names like a last name only, and payment source.
Enter your search terms in the search box located in the upper right side of your report.
Improved date range search
Date parameters default to "any time," which is the time your group started on memberplanet to the present, so you start off by seeing the complete transaction information for the history of your group. A dropdown menu allows you to modify the date range, choose from other options, such as the last 30 days, or enter a specific date range.
Click on the drop-down menu labeled Any Time at the top of the report to adjust date range.
Introducing Quick Filters
These provide the ability to sort payment activity by memberplanet service such as events and donations, membership, and more to give you specific transaction details by source.
Click on the Quick Filters dropdown menu at the top of your report to change filter.
The column data of your All Payments report is also under your control so it’s targeted to your needs. Add and remove data fields to give you the exact information you want to see. Add columns for everything from names and group numbers to transaction information like payment amount, source, and method. Drag and drop columns to customize your report layout, and set column data to sort by ascending or descending . You can also lock columns to make it easier to view data across the breadth of your report.
Click on Choose Columns along the top of the report to add or remove column data, and to lock columns.
Organizations have a parent/child structure can now view all data for their child groups in one consolidated report.
If you prefer the former All Payments report, don't worry it's still available to you. Just click on the Former All Payments report link near the top of the page and you'll be directed back to it.
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