Payment (PAY) Reports

The Reports > Standard2 Reports > Payments > CLI023 Re-Engaged Clients report allows you to identify clients who have not given to your organisation over a date range, and then, have started giving again after a certain date. This report allows for some criteria to identify when clients have re-engaged…

The Reports > Standard2 Reports > Payment Report > PAY022 – First Time Payment Report allows you to produce a report of all clients and their associated payment/gift that is the first time payment to your organisation. The report has a number of input options: Date Range – allows for…

If you wish to see a summary of all source codes, the descriptions, the number of payments made, and total amount, you can use Reports > Standard2 Reports > Payment Report > PAY110A Monthly Payment Source Summary (Date Range) Upon loading the report, you are presented with 2 options, a…

The Reports > Standard2 Reports > PAY007 Individual Payment $/# Over Period Report report will show all individual payments over a specific date range. This will include if a client has given multiple times, as each individual payment will be shown. Report Criteria Options There is a number of options…