Currently, there are two versions of reporting available in the HomeGauge Payments portal - V1, the default reporting; and V2, the updated reporting tool. Below are instructions on running reports for each.

Classic Reports (V1)

1. From the dashboard navigation bar, click Reports

2. Choose from the Company Reports, Company Transaction Reports, and Dispute Transaction Reports available reports.

3. Click MORE OPTIONS to reveal additional filtering options and select any if desired.

4. Select a date range and click the small list icon

5. Click Run Report to see the full report in the portal – OR – Download in CSV/XLS format to import into your spreadsheet software.

6. You can also save your new custom filtered report view as a template

     a. Click the templates dropdown

     b. Click the ADD TEMPLATE button

     c. Name your custom report template, then click the SAVE TEMPLATE button

Reports (V2)

1. From the dashboard navigation bar, click Reports

2. In the Reports window, click Create Report - Select the report, time zone, and date range

3. Click ADVANCE FILTERS to filter your report using the following: Users, Entities, and Templates

4. Click the GENERATE MY REPORT button

5. Click Run Report to see the full report in the portal - OR - Download in CSV/XLS format to import into your spreadsheet software.

Report Details

Transactions

The Transactions Report is a simple view of all transactions over a period of time.

Transaction Details

The Transaction Details show transaction information over a period of time with more transaction information. You can also download the CSV or XLS file with the report to see all transaction details, including the Inspection Address.

Transaction Fee

The Transaction Fee report shows your fees per transaction. You can also download the CSV or XLS file with the report to see all transaction details, including the inspection address.

Disbursement Summary

The Disbursement Summary Reports is a simple view of your disbursements.

Disbursement TXN (Transaction) Details

The Disbursement Transaction Details report breaks each disbursement down into the transaction details and shows total transaction amounts, fees, and the amount of the disbursement to your bank account.