View Payments Report

The Payments report pertains to payments made by families to the organization - this covers registration payments, add-on payments, miscellaneous fee orders, and balance payments (for recurring billing, monthly installment payments, etc.) Below are instructions to access and view the payments report after logging into Swim Manager.

1. From the Organization Dashboard (Home tab), click on the Reports tab
2. Within the Payments box, click on an available option
   • Last 7 days
   • Last 30 days
   • Last 60 days
   • All (the following example uses All as the selection)
3. Select filters (or All as default)
   1. Order Type

• Registration Fees
• Entry Fees
• Miscellaneous Fees
• Note: If the Order Type is setup to Registration Fees and a Program is selected, then the Transaction Report can be filtered by Location (or All locations) ​

2. Status 

• Unpaid
• Paid
• Processing
• Partial Payment
• Payment Failed

3. Date

• Last 7 days
• Last 30 days
• Last 60 days

4. Last Payment Status

• Failed 
• Paid
• Processing
• Error

5. Last Payment Date

4. Click Apply
5. Click Export to extract a CSV file (the default fie name is Payment.csv)

The following fields are included on screen:

• Note: Click on an Order number to view the Order record screen

The following fields are included in the export file:

• Note: For both online and exported versions, meet name followed by the name of each event in order are included under description column

Need help with payments from ACTIVE Network to your organization? View the Remittance Report article.

• Note: If you have any questions about the payments received, please reach out to Technical Support at hyteksupport@active.com.