How do I use reports to track payment processing?

Overview

Specialized reports provide comprehensive information about payment processing status and history, allowing you to monitor and manage recurring commitments effectively. 

Step 1: Access the Recurring Commitment Processing Report 

1. Navigate to Report Manager 

2. Find and open the "Recurring Commitment Processing Report" 

3. This report itemizes processing attempts, so there may be more than one row per recurring commitment 

Step 2: Filter or group the report by outcome 

1. Click on "Group by" in the report options 

2. Select "Outcome" 

3. Choose "Failed" to view only failed payment attempts 

4. Alternatively, you can group by "Succeeded" to view successful payments 

Step 3: Review additional payment information 

1. The report shows details about each processing attempt, including: 

   1. Date of the attempt 

   2. Amount 

   3. Payment method 

   4. Status 

   5. Error message (if applicable) 

Step 4: Use Contributions Report for successful payments 

1. Successfully processed payments appear as new rows in your Contributions Report 

2. They also appear in the Contribution section of individual contact records 

3. These contributions will be linked to the originating recurring commitment 

Not quite what you were searching for?

• Navigate back to the Recurring Giving Resource Index.

How do I use reports to track payment processing? | How does use reports to track payment processing work in EveryAction? | Why can't I use reports to track payment processing? | Where do I use reports to track payment processing in EveryAction? | What is use reports to track payment processing in EveryAction? | How to use reports to track payment processing? | Can I use reports to track payment processing in EveryAction?