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Payments

The Payments report lists payments received for any or all events. You can filter the report by Event, Paid Date, and Source. on the Standard Search tab. Filtering on Source makes it possible to print reports for payments entered through CDM+ Desktop separately for payments received by online through Engage. Using the Report options to show the Deposit Date and Ledger Reference number, the report provides a connection to the entries in CDM+ Accounting.

  1. To pull an Event Payment report, go to Reports → Event Registration Reports → Summaries → Payments.

    Navigation path to Payments.

  2. Under Search, select the Date Selection, Events, and Source you want your report to be based on.

    Payments report window with the Search menu highlighted.

  3. Under Report, you can choose your sort options and if you want to include the Deposit Date, Ledger Reference number, and Source on the report.

    Payments window with Report highlighted in the left sidebar.

  4. You can click Refresh to see a preview of your report. If you click Expand from the left sidebar, you can see a larger preview.

    Payments window with Expand highlighted in the left sidebar and Refresh highlighted in the upper right-hand corner.

  5. Lastly, you can print or export your report as desired.

    Payments window with print and export options highlighted.
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