How do I view funds transferred within a collection period?

​The All Payments report displays all transaction-level data for your club. You can filter the data to view only transfers. Log in to the memberplanet admin portal, click Reports in the left nav bar. The default setting will display all payments for your club. To view only transfers, click on the All dropdown menu near the top left and select Transfers. This will display transfer data for your club. To select a specific date range, click the Any Time dropdown menu in the top header. You can select a default range, such as Last 30 Days, or enter in a custom date range. You can also sort, filter, or download the data.

To view a breakdown of funds included in each collection period, select a transfer record within the report. The results will display transactions from Monday through Sunday of the previous week. For example, if you click on the transfer period of Wednesday, April 3, 2019, the transactions will display from Monday, March 25, through Sunday, March 31, 2019.