Customers

The Customers report provides a consolidated view of all customers who have made payments through your payment pages. You can use this report to view customer information and access their associated payment records. To view this report:

• Click the Reports dropdown at the top of the page and select Customers.
• The report will be displayed with details such as:
  • Customer Details (Name and Email)
  • Page Name
  • Contact Details
  • Billing Address
  • Shipping Address

Selecting a customer record displays their payment details in the corresponding module: Payments for one-time transactions or Recurring Payments for recurring ones.

Filter Report

You can filter reports based on predefined date ranges and the payment page via which payments were made. To filter:

• Select the Date Range dropdown and choose your preferred range.
  Or
• Select the Payment Page dropdown to filter by specific page.

The transactions based on your filter are displayed.

Other Actions in Reports

Print Report

You can generate a physical copy or a digital version of the current view of your report.

To print or save the report:

• Click Print in the top-right corner of the report page.
• In the window that appears, configure the following:
  • Destination: Select your local printer for a physical copy, or choose Save as PDF to generate a digital file.
  • Pages: Choose the pages you want to save.
  • Layout: Select Portrait or Landscape based on your preference for the chart display.
  • More Settings: Expand More settings to customize advanced layout options, including Paper size, Margins, and Scale. You can also click Open PDF in Preview to review the document before saving.
• Click Print or Save.

You will have printed a physical copy or the report will be saved to your browser’s default download location.

Export Report

Use the Export As option to download your report in CSV or XLS format.

Files are saved to your browser’s default download location.