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.