View Payment History Report

You can run a report that shows Payment History, including whether or not a registrant used a Promo Code. The person who needs to view the report must first have the View Payment permission checked off under their role, so this is a two-step process.


1. Enable a User to view a Payment History Report: To enable a User to view a Payment History Report, you’ll need to edit an existing role or create a new role.

Edit an Existing Role

  • Hover over the Company Admin icon (gear) and select Roles/Permissions.
  • Click on the name of the Role you’d like to edit.
  • Click Actions>Edit Role in the top right corner.
  • Scroll down to the bottom of the list and mark the box for the View Payment option.
  • Click Update at the bottom of the permissions list.Create a New Role

Create a New Role

  • Hover over the Company Admin icon (gear) and select Roles/Permissions.
  • Click Create Role+ in the upper left corner.
  • Enter the name of the role in the Role Name text box.
  • Scroll down to the bottom of the list and mark the box for the View Payment option.
  • Click Create.


2. View Payment History Report

  • To send a User the Payment History Report, go to the event overview page and click the Payment History button.
  • Select your preferred file type (Excel or CSV) and enter the email address of the desired recipient.
  • Click Send and the report will be immediately sent to the specified recipient in an email.

 

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