How to Create Payment Reports

Who uses this: Admins have Full Reporting access, and Team Managers can be given it. Service Agents and Limited Agents do not have Full Reporting access. Availability: All regions.

A payment report is built from the Payments tab in raw data reporting, and it pulls your recorded payments — amount, method, date and time, the customer, and the invoice and job each payment is attached to — into one table. That table is how you reconcile what came in over a date range.

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Overview

A payment report answers one question about the money you collected: which payments match the conditions you set. Use it to break down collected payments by method, by the team member who recorded them, or by customer, and to match payments back to the invoices and jobs they paid. Building a payment report follows the same path as every other raw data report — set a date range, choose the columns, set filters, then read the table. Payment reporting is part of FieldPulse’s dashboards and reporting. For the parts of the reporting flow that are the same on every record type — saving a report, adding it to your dashboard, and exporting to CSV — see How to Use Raw Data Reporting.

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Video walkthrough

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Before you begin

• Record the payments you want to report on. See How to Collect Payments: 3 Methods.
• Check that your role has reporting access. An Admin has Full Reporting access; a Team Manager needs Full Reporting access turned on.

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Set the date range

The payment report uses one start date range, which you set before you load the data.

1. Select Reporting under the Management tab in the left-side menu.
2. Select the Payments tab, then select Raw Data.
3. Select the calendar icon and choose the start date range you want to report on.
4. Select Load Data.

The invoice and estimate reports open with a date type to choose first — the payment report does not. The calendar offers these presets:

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Choose your columns

Select Columns to choose which payment fields appear in the report table and the order they appear in. The payment report includes these columns by default:

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Set your filters

Before running the report, set filters to narrow the results. Select the Filters icon, then choose how you want to filter the report. Most fields filter by contents — you choose an operator and enter a value. The Filters panel offers these fields:

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Filter operators

When you filter by contents, choose an operator and then enter the values to filter the data on.

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Common payment reports

Three payment reports come up most often. Each one is the same report grouped a different way — drag the column you care about into the grouping area, and keep that column in the report.

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FAQs

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What’s the best way to pull a report for deposits?

FieldPulse doesn’t have a dedicated deposits report, so you identify deposits inside your other revenue reports. Tag the Job, Estimate, or Invoice record with something like Deposit or Initial Payment when you apply the payment, then filter your revenue report by that tag. You can also add a note like Initial Deposit to the payment record and filter the exported spreadsheet by that note.

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Can I save a payment report to use again?

Yes. Select Save as Report, then Save as New to store it under Select Report, or Save as Widget to add it to your Pulse Dashboard. See How to Use Raw Data Reporting for the full saving flow.

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Can I export a payment report to a spreadsheet?

Yes. Select Export CSV to download the report currently on your screen as a CSV file to your device. See How to Use Raw Data Reporting for the full export flow.

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Related articles

• How to Use Raw Data Reporting
• How to Collect Payments: 3 Methods
• How to Mark a Payment
• How to Process a Refund
• How to Create Invoice Reports

Your payment report is working when the table returns the payments you expected for the date range, shows the method, customer, and invoice columns you selected, and lists them under the method, team member, or customer you grouped by.