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

Payments Reference Report Usage

Step 1. Hover your mouse over the menu bar in top left corner.

Figure 1. Sidebar

Step 2. Go to "Payments Reference Report".

Step 3. Select organization license and date period.

Figure 3. Organization license

Figure 4. Date period

Step 4. Click "Report Name" to download the report.

Alternative flow: If you are satisfied with your settings by default, click link from "Latest 5 updated reports" section to start the download.

The Save As dialog box appears, in which you can name (or rename) the file. The file's name is pre-filled with the report name.

 Step 5. Review the report.

Open the saved report → the report is opened with the following columns: