Payment Reports List

This article provides a list of payment reports available in IRIS ParentMail with a description of the report content. For a list of general reports available in IRIS ParentMail, go to General Reports List.

For information about running a report in IRIS ParentMail, go to Run a Report.

Depending on the report type, they can be downloaded as CSV files or PDF.

The following payment reports are available:

Chase Overdue Payments — view all outstanding payments for a specific item

Download A List Of Ticket Numbers For A Product — a list of ticket numbers for any item where the setting Create Ticket Numbers was selected

Fulfilment Report — all orders that have been fulfilled or are awaiting fulfilment

Gift Aid Report — orders that have been made for an item where the Gift Aid setting was selected

Istek Transaction Report — used to import payment information directly into the Private Funds Manager software

Manual Payments For A Selected Date Range — payments that have been entered using Manual Order for a selected date range

Overdue Payments — all outstanding payments for all items

Payment Item Summary Report — all manual and online transactions made against items for the specific date range

Payment Reminders Log — payment reminders sent for cashless and register balances

Reconciliation Report — a full breakdown of all payments made for the selected submission date range. For more information, go to Reconcile Payments

Transactions For Selected Date Range — all transactions processed, including the payment method

View Purchases For An Item — all payments made for a specific item

View The Waiting List For The Selected Product — list of users that have added themselves to the waiting list on a selected item where the Allow Waiting List setting was selected