How to Use the Payments Report
Updated over a week ago

You must have "Full Access" or "Limited Access Financials" permissions to view Financial Reports.

Accessing the Payments Report

Use the Payments Report to view the balance between online and offline payments.

  1. Sign in and navigate to "SportsEngine HQ."

  2. In the left-hand navigation, click Financials > Reports.

  3. Click the Payments tab.

Filtering Options

From here, filter the report by the preferred timeline and payment type.

  • The Payments report defaults to the fiscal year. Use the Quick Filters to adjust the view to the current year, last year, current month, last month, or a custom date range.

  • Next to the pie chart graphics, click on Credit Card or Check to remove the category and modify the chart accordingly.

  • Toggle between the Paid Online and Paid Offline tabs to view a breakdown of all payments in their respective categories.

View More Information

To view more information on the original sale, click any of the following:

  • "Sale ID" - view the sale details page.

    • Sale details include order summary details, payment plans, and activity.

  • "Sale Source" - view the Invoice or Registration the sale originated from.

  • "Payout ID" (online payments only) - view the payout report for the individual sale.

  • Payout report includes payments, refunds, fees, and subtotals.

Export a CSV

To export a CSV of the Payments Report:

  1. Select the tab for the desired payment type, Paid Online or Paid Offline.

  2. Click Export.

    • The downloaded CSV contains all columns shown on the Payments report.

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