Total Payments made in our WINTER CSA

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31 Jan, 2017 05:00 PM

On the main page we have a pie chart that shows the total payments and what type of payment they are; ie credit card, cash, check. What report can I run to get detailed information on these totals??

Carole Simmons

  1. 1 Posted by daniel on 31 Jan, 2017 05:35 PM

    daniel's Avatar

    Hi Carole,

    You'll want to make an export at Member Assembler-->Export. You can either use Export Invoices or Export Payments. Either one could potentially show you some data that you don't want. In the case of the Invoice export, it will show invoices for all seasons that were open during the date range you select. For the payments export, it will do the same for payments. However, once you're in excel, you will be able to sort either of these exports by season to reveal the data you're looking for. Hope that helps!

    Farmer Support

  2. daniel closed this discussion on 31 Jan, 2017 05:35 PM.

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