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Introduction

The Payments report gives you a view of payment activity across your organisation for any selected date range. It tracks attempts, successful payments, collection amounts, and failures, grouped by branch, LOB, or shop, and lets you export the underlying records as a CSV. You can use this report to:
  • Review how much was collected in a given period
  • Identify payment failure and drop-off trends
  • Compare payment activity across branches or locations
  • Export payment-level data for finance reconciliation

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Opening the Report

Open Data and Reports from the left navigation bar, then select Orders as the domain and Payments as the view.
Opening the Report

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Page Layout

Page Layout
The page is organised into three areas from top to bottom: the filter and configuration panel, the summary tiles, and the chart panel. The breadcrumb at the top reads Orders / Payments. Use the back arrow to return to the domain selector. Top right controls:

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Configuring the Report

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Set the Date Range

The date range selector sits in the top bar and applies across the entire report. Set your start and end date before running any query. Date Range

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Saved Filters

Any filters previously saved for the Payments view appear as clickable tabs below the breadcrumb. Click a tab to load that filter set immediately. If no filters have been saved yet, the panel shows None saved for this domain yet. Click Manage filters (top right) to edit or delete saved filters. Saved Filters

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Rules and Filters

Granularity sets how data points are grouped across the date range: Canonical sets the primary metric the chart and tiles measure:
Collection is a currency value, not a count. Switching to Collection changes the chart y-axis from number of payments to amount collected.
Grouping splits the chart bars by a dimension:

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Adding Rules and Fetching

1

Set the combinator

Select AND or OR from the dropdown to control how multiple rules combine.Combinator
2

Add a rule

Click + Add Rule. Each rule has three parts: field, operator, and value.RuleAvailable fields:Operators vary by field. For example, Payment Gateway offers In List, Equals, and Any.OperatorsClick the value field to open a searchable dropdown scoped to your institution. Select one or more values. Each selected value appears as a removable tag. Click the x on a tag to remove it.
3

Fetch the report

Click FETCH to run the query. The summary tiles and chart update with the filtered results.Fetch
Click the reset icon (circular arrow) to clear all rules. Click + Filter to add a filter group.
The report does not load automatically. Click FETCH after setting your options to see results.

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Summary Tiles

Summary Tiles
Four tiles appear below the filter panel and update each time you fetch.
The Refunded tile currently shows 0. Refund data is not yet populated in the reporting layer.

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Payment Attempts Chart

Payment Attempts Chart
The chart section shows Payment Attempts by X Label with a total count headline and a by date created tag indicating the date anchor in use. The x-axis is bucketed by the selected granularity. If a grouping dimension is selected, bars within each period are split by that dimension and colour-coded with a legend below. Use the four icons above the chart to switch the view: To compare this report against another filter or the previous period, see Comparing Reports.

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Exporting Payments

Click Export Payments (top right) to open the export modal.
Export
The modal shows the date range being exported and offers two options: The export is a CSV file with one row per payment submission. The row count and amount totals match what is shown on screen for the same date range and filters.
Exports run as a background job. Download the file once the job completes.

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Quick Reference

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Refunded tile shows 0

Refund data is not yet available in the reporting layer. Recommended action: Use raw payment records from your payment gateway for refund figures in the interim.

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Agent grouping returns an empty chart

Payments are triggered by system workflows and do not carry an agent at source. Grouping by Agent produces no data. Recommended action: Use Branch or Shop grouping to attribute payment activity to a location instead.

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Saved Filters panel shows “None saved for this domain yet”

No filters have been saved for the Payments view. Recommended action: Click the bookmark icon in the breadcrumb bar after running a query to save that filter set for reuse.