Payment Tags Report

The Payment Tags Report displays statistics regarding tags that are attached to posted payments. By default, the report provides data from the previous month, but you can change the filters as necessary. The report data is broken down based on the following:

• Category - Such as guarantor payments and insurance payments.

• Subcategory - Such as cash and credit card.

• Primary tag - For a payment with restricted tagging, this is the mandatory tag that is attached to that payment. For a payment with unrestricted tagging, this is the first tag that is attached to that payment.

For each primary tag, the total number of payments with that tag and the total amount collected from payments with that tag appear.

Tip: You can also add a column for secondary tags. For a payment with restricted tagging, this contains a comma-delimited list of all the optional tags that are attached to that payment. For a payment with unrestricted tagging, secondary tags are not applicable.

To generate the report

1. On the Power Reporting page, clicktap the Payment Tags icon.

   The report displays.

   

2. (Optional) Clicktap the Data as of button to view the time when the next sync is expected to occur.

   

   Note: Data from your database automatically syncs with the reporting system and displays the time of the last sync on the button. Data entered after the last sync will not be available on the report until the next sync.

   The Sync Info window displays.

   

3. Using the analysis report builder tools, add data fields to the layout and set the filters as necessary.

4. (Optional) Save the report as a template.

   1. ClickTap Save.

      

      The Save Report window displays.

      

   2. Select the following fields as necessary:

      • Report Name - Enter the name of the report.

      • Save To My Reports - Select the radio button to have the template only available to you.

      • Save To Organization Reports - Select the radio button to have the template available to all users.

   3. ClickTap OK.

5. (Optional) Export the report as a PDF, Excel, or CSV file.

   1. ClickTap the icon.

      

   2. Position the pointer overTap and hold Export and select the desired file format.

      

      A window with options to set the file's format displays.

   3. Set the file's format on the displayed window, such as the export options, page format, and page orientation.

   4. ClickTap Done to only apply the settings to the report or ClickTap Export to apply the settings to the report and export it.