Payment reports show the transaction values, for each funding category or funding source, for all payments or up to a specific payment.
Payment Reports:
Summary Reports
By Project
By Contract
Funding Category Reports
Items Certified Through (current payment)
Certified Through, by Funding Source
Items Certified On (current payment)
Certified On, by Funding Source
Item Rows
By Project
By Contract
Funding Source Reports
Items Certified Through (current payment)
Certified Through, by Funding Categories
Items Certified On (current payment)
Certified On, by Funding Categories
By Project
By Contract
To
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View a Payment Report Through a Number of Payments:
Select ‘Details’ next to the contract you would like to view, then from that contains the payments. From the Contract Menu, select ‘Payments’.
Click on ‘Details’ next to the payment you would like to create the report through.
Click on ‘Summary’, ‘Funding Category Report', or ‘Funding Source Report’.
If you’d like to export the To export this report to excelExcel, click on the three dots at left on the right side of the page to open up the table options. Select ‘Exports’ , then click on ‘Export to CSV’. This will open the report data into in an Excel file.
To
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View a
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Payment Report for a
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Specific Payment:
Select ‘Details’ next to the contract you would like to view, then from the Contract Menu, select ‘Payments’.
Click on ‘Details’ next to the payment you would like to create for.
Click on ‘Summary’, ‘Funding Category Report', or ‘Funding Source Report’.
If you’d like to export the To export this report to excelExcel, click on the three dots at left on the right side of the page to open up the table options. Select ‘Exports’ , then click on ‘Export to CSV’. This will open the report data into in an Excel file.
Please note there are additional non-payment-related reports, for more information:
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