Question
How do I generate a CSV of my payments report?
Solution
You can generate a CSV of the payments reporting in the Payments > Reporting > Payment Activity or Payouts section of your Dashboard.
This report will show only what has been filtered in the Dashboard. Please follow the steps below to see how to generate a CSV.
Generate CSV. of Payment Activity report
- Log in to your HotDoc Dashboard and go to Payments > Reporting > Payment Activity.
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Use the filters to specify what you would like to see in the report. You can also filter by different practitioners, or refine the types of payments such as payments for bookings, payment requests (adhoc requests) or repeats.
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Select Export as CSV and this will download to your computer named in the following format HotDoc-payments-activity-from-[date-range].csv
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Find and open the file. This will appear like below:
Note: It should open in Microsoft Excel or similar (EG: Google Sheets).
Click image to enlarge
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For more information on reconciling your HotDoc payments to your receipts, please see How do I use the Payments Report to reconcile my receipts in my Practice Management Software? |
Generate a CSV. of Payouts report
- Log in to your HotDoc Dashboard and go to Payments > Reporting > Payouts
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Use the filters to specify what you would like to see in the report.
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Note: If you have set up direct to practitioner payouts for bookings, use the Payout to filter and select the practitioner from the list.
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Note: If you have set up direct to practitioner payouts for bookings, use the Payout to filter and select the practitioner from the list.
- Select Export as CSV and this will download to your computer named in the following format HotDoc-payouts-from-[date-range].csv where you can open in Microsoft Excel or similar (EG: Google Sheets).