How to Set Up the Payments Report Template

94 0 0 May 29, 2024

The Payments template displays all payments received during a given time frame.

To begin, click the “+” icon on your Dashboard then type “payments” into the search bar. Then select the “Payments” template.

Payments report highlighted in the template library.

Chart Tab

There are four options available for the chart type, I will choose column. You also have the option to stack by checking the “Stacked” box.

Select the chart type from the drop down.

Check the Show Total Number box to show the total number in the top right-hand corner of the chart.

Beneath the chart type drop down there is a check box for displaying the total number in the top right of the report.

Options Tab

Navigate to the Options Tab and choose the payment types you want to display. Choosing more than one type joins the data into a single column, bar, or line. If you want to compare two different payment types, you must use two different widgets to do so.

Select the payment types you want to track.

By clicking the include refunds box, refunds will be displayed below the zero dollar line.

Check the refunds box to display refunds as a negative amount on the chart.

Now choose your date range.

selec the date range you would like to track.

Criteria Builder Tab

For ultimate control and customization, use the Criteria Builder to include additional rules and requirements to the report.

Use the criteria builder to add additional requirements to the report.

Once you have everything set, click Save Preferences on This Widget.

Relevant Articles

Try Graphly for Just $1!

Unlock the full potential of your data with Graphly! Sign up for our 14-day trial for only $1 and gain access to a wide range of powerful reports designed to help you make data-driven decisions. Here are some of the reports you can explore:

Opportunity Leaderboard: Track and analyze your team’s performance.
Gross Revenue: See the money coming into your Keap account over time.
Opportunity Forecast: Forecast the adjusted revenue of active opportunities based on the stage probability.
Units Sold: See the number of units sold for each product you select over a given date range.
Campaign Email Stats: Measure the impact and conversion of your marketing campaigns.
Tags Applied: See how many tags get applied to contacts during a period of time.

Don’t miss out on this limited-time offer! Start Your 14-Day $1 Trial Now.

Tags: payments