Payment reports
tip
For reports that include a Time Period setting, when you select the option "In the following date range", two additional settings are available:
- From: the date to start the report on.
- To: the date to end the report on.
| Name | Description | Settings |
|---|---|---|
| Forms using service | This report shows you forms using a specified card service. Columns: Title, Edit Link, Live Link | Service: the card service to run the report against. |
| Order analysis | This report shows you number of orders against each status in the report time period. Columns: Status (Started, Submitted, Processed), Orders | Time Period: the time period in which to run the report against. |
| Order summary | This report allows you to view all orders paid for, bought and amount page in the report time period. Columns: Orders paid for (number), Items bought (number), Amount paid | Time Period: the time period in which to run the report against. |
| Outstanding payments | This report is emailed to a specified email address and lists all outstanding payments in the report time period. Columns: Order ID, Started Date, Jadu Order Reference, PSP Reference, Form Reference No, Item Description, Item Quality. Item Amount | Time Period: the time period in which to run the report against. |
| Popular services | This report allows you to view the number purchased for each Card service. Columns: Service ID, Service Name, Number Purchased | Time Period: the time period in which to run the report against. |
| Sales | This report is emailed to a specified email address and lists sales details in the report time period. Columns: Order ID, Started Date, Submitted Date, Jadu Order Reference, PSP, PSP Order Reference, Response Code, Reference, Form Reference, Connect Reference, Item description, Item Quantity, Item, Amount, Currency, Fund Code, Tax Code | Time Period: the time period in which to run the report against. |