Creating a Custom Report for Payment Requests

1. In the sidebar, go to Analytics > Reports to open the Reports screen.
2. Click Create Report.
3. Select Payment Requests from the dropdown menu and click Next.
   • RESULT: The Report Configuration screen opens.
4. Select one or more Date configuration.
5. Click the Filter button next to the selected date configuration and enter a date range, then click Apply.
   • NOTE: At least one date field must be selected for the report to run.
6. Expand the remaining sections to select the options that you want to include on the report.
7. Click Run.
   • RESULT: A preview of the report appears (limited to ten rows).
8. Click Save to save the report.
   • NOTE: Clicking save will save that "report configuration" and can be updated at a later time. You can view, edit, and schedule saved reports from the Reports screen. 
9. Click Download to export the report as a .csv file.
   • NOTE: All downloaded CSV reports are also available in Report Download History for future retrieval.