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Payments Reference Report shows the summary of payment references received from payers.

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Step 1
. Hover your mouse over  Click the menu bar in top left corner.Figure 1.button in the sidebar at the left.

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Step 2
. Go to "Click Payments Reference Report".Figure 2

Payments Reference Report page loads, related reports appear as links.

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Step 3
. Select Select the organization license and the date period.Figure 3

Reports are filtered according to the selected criteria.



Step 4
. Click
"Report Name" to download the report.Alternative flow: If you are satisfied with your settings by default, click link from "necessary report name in either Latest 5 updated reports" section to start the download.Figure 4 section or in the grid below it.

A standard Save As dialog appears where you can rename the file if necessary. 



Step 5
. Click Save in this dialog.

The report starts downloading.


Step 6
. Open the downloaded file and review the report.
T
he report follows Payments Reference Report format.