Looking to obtain financial reports within HomeGauge Payments? With this feature, you can generate reports that display transaction details, fee amounts, profit & loss statements, and more.
Log into your HomeGauge Payments Dashboard.
Click on Admin > Reports > Create Reports in the side navigation menu.
You can select the report you want to generate in the top drop-down.
Depending on the report, you may be allowed to generate a Quick Report or one that includes all date data. Select one of those options. Note: not all reports offer this option.
Select a date range for the report. You may also click on Advanced Filters to narrow the report to specific criteria.
Once you have you have your filters set, click Generate Report. The report may take several moments to display.
After the report has been generated, you may download the report by clicking the . CSV or. XLS buttons.
To correctly display .csv or .xls files, you need spreadsheet software such as Microsoft Excel, Google Sheets, or something similar.