Pulling a Report

It only takes a moment to run a report and access the CSV or PDF file

1. On the left-hand side of the screen, select Reporting and navigate to the History Page.

2. Set a date range to view.

3. Set filter if you wish to show specific data from a form, template, terminal, or mobile payment.

4. Click the CSV or PDF at the bottom to download the report.

If you need to download a more specific report that contains all the fields from the the online form, you can select the All Templates box that appears and select the name of the form you would like to view. 

This way, you'll be pulling a more detailed report that shows all fields e.g. patient account number, invoice number, order number.




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