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.
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.
Check the Show Total Number box to show the total number in the top right-hand corner of the chart.
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.
By clicking the include refunds box, refunds will be displayed below the zero dollar line.
Now choose your date range.
Criteria Builder Tab
For ultimate control and customization, use the Criteria Builder to include additional rules and requirements to the report.
Once you have everything set, click Save Preferences on This Widget.
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- Tags Applied
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- Appt | Note | Task Summary
- Email List Health
- Refunds
- Campaign Email Stats
- Text Widget Area
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