The Payments by User report will present the number and amounts of payments/refunds, by type for each CSR.
How to run the report
1. Log into the Staff Experience.
2. Hover over the Actions menu.
3. Click Reports.
4. Select the Payments by User report.
5. Select your filters.
6. Click Submit.
Report filters
This report contains the following filters:
1. Date range (Based on transaction date: Today, Yesterday, or a custom date range)
2. Payment types (Payments and/or Refunds)
Example
The report will show you a summary of transactions made by CSRs and other Staff Experience users logged into the Staff Experience. You will see summaries broken out per Staff Experience user:
- User Name
- User Email
- Payment CC Count
- Payment CC Total
- Payment ACH Count
- Payment ACH Total
- Cash/Paper Check Count
- Cash/Paper Check Total
- Refund CC Count
- Refund ACH Count
- Refund ACH Total
Example