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How to Run a Report

Last Updated: Mar 25, 2019 11:10AM CDT
In your Affinipay account

  1. Click on the Reports tab in your Affinipay account
  2. Select from Transaction Reports, Monthly Deposits, or Daily Deposits from the top navigation
  3. Run the desired report
  4. Once the report is generated, you can choose to Export to Excel, CSV, or Quickbooks online

The transaction report will show all of the custom data from the transaction, for example invoice number, member number, invoice ID, etc.  

The monthly deposit report will show the daily batch total for all 30 days of the month.  You are then able to click on any specific day to see the transactions that made up that batch. 

The daily deposit report is similar, but will show one day at a time and the transactions making up that batch. 



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