How to Create a Payments By Type Report

Sensei Cloud allows you to create a Payments By Type Report that provides an accounting of all payments received during the specified reporting period.

The Payments By Type Report can be created by using the Report Generator (Locations or All Locations > Financials > Report Generator). See How to Use the Report Generator for the detailed report generation procedure.

When generating a Payments By Type Report, the Reporting Period defaults to last month but can be changed to another date or date range.

You can choose to report by Acceptance or Transaction date, and group the output by Payment Type, Posted By (i.e., the individual who posted the payment), or Location (if accessing the Report Generator from the All Locations tab).

The available columns to include in the report vary based on the report format selection, which can be either Totals and Subtotals or Totals, Subtotals, and Details.

Note:
--This report cannot be grouped by Provider, but when running in the Totals, Subtotals, and Details format you can opt to include a column to display associated providers. The generated report lists any allocated providers, if applicable, for each payment transaction. See How to Allocate Payments Directly to Providers for more information.
--Payments that are fully distributed to one provider will have only one name listed. More names are included if the payment has been distributed to more than one provider.
--Payments that are partially distributed and have money left to distribute have an Unspecified indicator.
--The Provider column is blank if the payment has not been distributed to anyone.

When generated, the selected report outputs are available in the Generated Reports list for viewing, printing, or exporting.

Each report format includes an overall payment count and total amount. Totals and Subtotals provides a count and sum of the payments (by payment type) that were received within the Reporting Period. Totals, Subtotals, and Details provides a detailed list of each payment (grouped by payment type) that was received during the Reporting Period.

Note: This report excludes removed transactions for the reporting period. Additionally, if a payment was corrected, the original transaction is not included in the report; only the corrected transaction is included.