Institutions with Payments Entry Module enabled can quickly narrow down search of payments by student ID, email, or the first or last name of the payee.
Access Reports
1. Login to your Calculus Account.
2. On the left-side menu, click on Payments.
3. Select the Reports tab.
4. Use the columns filters in the payment list to narrow down payments by date.
5. Filter by income type and sub-type.
6. Click the Columns button to select the columns you wish to see.
7. Save the Filter for future use.
8. Click on the Filters button to load up the previously saved filtered view.
9. Filtered views can be exported to a CSV file.