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.](https://graphly.io/wp-content/uploads/1-124.png)
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.](https://graphly.io/wp-content/uploads/2-122.png)
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.](https://graphly.io/wp-content/uploads/download-4.png)
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.](https://graphly.io/wp-content/uploads/4-112.png)
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.](https://graphly.io/wp-content/uploads/5-99.png)
Now choose your date range.
![selec the date range you would like to track.](https://graphly.io/wp-content/uploads/6-77.png)
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.](https://graphly.io/wp-content/uploads/7-67.png)
Once you have everything set, click Save Preferences on This Widget.
Relevant Articles
- How to Set Up Product Payments Report
- How to Set Up the Value Per Lead by Lead Source Report
- How to Set Up the Product Revenue Report
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.