The following instructions will teach you how to pull information about all paid payments made during a given timeframe. This information would be most interesting to an accountant looking to review all transactions recorded in Tripleseat.
To run this report:
- Go to Reports.
- Scroll to Event Payments Report. Click Paid underneath. This will ensure only payments with a status of Paid show up in the results.
- On the next page click Customize. This will open a window where you can further refine your search.
FILTER WHAT PAYMENTS APPEAR - Click into the Payment Paid field. Use the dropdown options to set a timeframe.
You may wish to limit the results further to only see payments made on events of a certain status (Definite / Closed) or payments of an event belonging to a certain Tripleseat user. However, to see the big picture about payments collected, do not apply additional filters.
GROUP & SORT - Click on this tab if you’d like to arrange the order in which payments display. A lot of folks like to sort by payment date, and the grouping options can come in handy if you want to group results by location.
CUSTOMIZE COLUMN DATA - Click on the Columns tab. Here is where you can check off what information you’d like to be included as columns for each payment record. Uncheck any columns irrelevant to your search.
- Run Report. You can further refine as needed by clicking back into the Customize button.
Every line in the results represents a payment marked as Paid. Should you need to check the event to which it belongs, you may click on the Event Name in blue. You may also click back into Customize to adjust the filters, grouping and sorting, and column selections.
Once you have that report as you like, you may click Save or Export in the upper right. The former will allow you to give the report a name, share it with teammates, and pin that so when you return to Reports in Tripleseat, that saved options shows up in the report type section in question. The latter will allow you to download a CSV file of that data so you can continue working with it in Excel or Numbers.