Reports

Report Types You may select the various reports using the Reports drop-down. Email History Open Invoices Company Reconciliation Transaction All Invoices Scheduled Payments Autopay Configurations Expiring and Locked Credit Ca...

The Email History report allows you to pull a record of any emails sent from the portal. To see client and tenant email activity within your ConnectBooster portal, navigate Reports > Email History  in the left-hand menu. Email Category a...

To access the Open Invoices Report, direct to Reports > Open Invoices This report will provide you full list of ALL open invoices currently within the portal. They will be listed individually with the invoice number, due date, invoice total, a...

To access the Company Reconciliation Report, direct to Reports + Company Reconciliation The Company Reconciliation Report can be used to review payments placed against invoices within ConnectBooster.  NOTE:  This report will display t...

To access the Transaction Report, direct to Reports + Transaction   This report will display ALL transactions from both your gateway and those manually entered into your accounting package.  This report is also available for download...

To access the All Invoices Report, direct to Reports + All Invoices This report will provide you a full list of ALL invoices currently within the portal. They will be listed individually with the invoice number, due date, invoice total, amount pa...

To access the Scheduled Payments Report, direct to Reports + Scheduled Payments This report will provide you a full list of any scheduled payments within the portal. They will be listed individually with the company, scheduled date, payment type,...

To access the Autopay Configurations Report, direct to Reports + Autopay Configurations This report will provide you a full list of any autopays that have been configured within your ConnectBooster portal. They will be listed by company and displ...

To access the Expiring and Locked Credit Cards Report, direct to Reports + Expiring and Locked Credit Cards  This report will provide you a full list of any expiring or locked credit cards found within the portal. Any cards shown as locked s...

Login History Report To see organization login activity within your ConnectBooster portal, navigate Reports > Login History  in the left-hand menu. Select the " Login History " option. This report can be viewed directly in ...

To access the Billing Gateway Report, direct to Reports + Billing Gateway The Billing Gateway Report can be used to review payments transacted via the ConnectBooster portal. You will be able to see the company name, invoice number(s), amount, and...