Create transaction reports

This article refers to our legacy product, Forms Manager. For the best Finalsite experience, we recommend using our newest product, Forms, which is already available to you in your modules list. To learn more, please review our New Forms FAQ or Compare Forms and Forms Manager.

The Payment Manager module allows site admins to create reports of historic transactions. Those reports can be run at any time to display up-to-the-minute information and can be exported as a spreadsheet to be saved or used elsewhere.

Open Payment Manager from the Site Manager or Modules menu.

Payment Manager displays information from all web transactions, whether they're made via Forms Manager, Registration Manager, or Commerce Manager. A separate tab provides further details on any recurring payments that users have created.

Each row of the table represents a separate transaction. Use the magnifying glass and triangle icons in each column header to filter and sort the information displayed on the table, respectively.

The data that's shown on the table can be customized by clicking on the gear icon at the upper right and selecting "Set Columns." A new window will pop up, showing the various pieces of data that the form can display. Use the checkboxes to determine which columns will appear on the table.

Available columns include transaction data, such as the credit card type, the partial card number, the amount of the transaction, and the name on the credit card used. More information is available regarding the billing address, the email address provided in the transaction, and so on. All of the information captured during the checkout process can be viewed in a Payment Manager report.

Saving report views

After customizing the table data displayed, users can click the "Save Current View" button on the left-hand side of the screen. This will store the current column customizations on the user's computer; in the future, they can jump directly to that particular arrangement of columns without having to open the "Set Columns" window.