Payment Date

David I. shared this question 18 months ago
Answered

How do we filter for all events we'll received payments for in a particular time frame? We tried to create a report but it includes all events paid and unpaid.

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You can create a filter to add to the report to pull leads within the specific time frame.

To create a filter, go to Settings-->Filters, add filter. The field name will be "Lead Start Date/Time", leave at a fixed range, and then you can select the date range on the calendar.

Once the filter is created for the timeframe, you can add this filter to your report.

Please let us know if you have any questions.

Thank you!

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