Report filter options: Payments

You can use the Select Filter Options dialog box in the Payments report to view report data by date, name, payment history, payment issue status, payment method type, or void status.

Open the dialog box

  • On the Reports menu, point to Banking, click Payments, and then click Filter Options on the toolbar.

Select filter options

  1. Select a filter from the Select filter option box to display the options in the Filter options box.

  2. After selecting a filter option, click Apply before proceeding to select another option.

  3. When you are finished, click OK.

To reset a filter option to its default setting, click Clear.

Dialog box options

The dialog box contains the following options.




Default status hides all voided entries. Select Show if you want to view voided entries in the report.


To filter by name category, click the arrow next to Options to select a filter that you want to use. Click Show Selected if you want to filter by specific names.

Payment Issue Status

Default status includes all payments. Select another option to view other payment statuses.

Note: If you have issued a payment and then upgraded your database, the report will continue to show the payment as Issued even if you reissue it after the upgrade.

Date Range

Click the arrow next to Date Range to select a date range. To enter a custom date range, type dates in the From and To fields, or click the arrows to open the calendar.

Payment Method Type

Default status includes all payment methods. Click Show Selected if you want to filter by specific payment methods.

Payment History

Default status hides payment history. Select Show if you want to view payment history in the report.

Related topics

Working with reports

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