Is there a report I can run to show payments made during a specfic time period?

Michael Flint shared this question 4 years ago

I cannot find anywhere to run reports in inflatable office. I am specifically needing a report that show what payments have been received during a time period. How can I do that?

Comments (1)


Reports are run from the leads page. First, you filter your leads to decide what information you want in the report (There is a drop down for date range on the left that can be switched to "payment date" rather than "event date").

Then, you click "customize report" to decide what data you want in the report. You can save the custom report for future use.