Sometimes you might want to review Worklyfe payments during a given time period, or you might want to view the current status of payments. You can get all the information you need from a payments report.
Creating a Payments Report
The payments report exports a CSV file with a row for each payment made within the selected time period.
Payment Status
The status column represents the status of the payment at the time the report is generated. The status of a given payment may change for the same reporting window depending on when the report is actually generated.
1. Navigate to the reports section
The reports section can be accessed from the sidebar of your company's Worklyfe admin interface. Within the reports section, click on "Payments Report":
2. Select report period and generate
Use the date input fields to select the start and end dates for the period you want to report on. Then click the "Generate Report" button to create the CSV report:
3. Download the report and review
Once the report has been generated, download the file to your computer and send open it in your application of choice (usually Excel or Google Sheets).
