Build Outstanding Payments Report

This report is based on a selected CSRconnect client and shows all outstanding payments from that company to various nonprofits.

1. Navigate to the Reporting area.

2. In the Reporting table, search for Outstanding Payments or select Finance from the dropdown to view all related reports.

3. Click on the report name to open it.

4. On the report page, take any of the following actions.

   • Select a specific company or report on All companies.

   • Search by the nonprofit name.

   • Search by the Registration ID.

   • Specify the time frame the payment has been past due.

     Note: By default, this is set to All past due. You can narrow this by 30 day increments. Learn more.

   • Click on the filter icon to apply filters for:

     • Active Reissue Request

     • Admin Contact Email

     • Company

     • Last Payment Cashed

     • Nonprofit Has ACH

     • Nonprofit Has Active Admin

     • Nonprofit Is Active

     • Payment Date

     • Payment Number

     • Status

     • Status Date

   Note: To pull all results without searching or filtering, click on the refresh icon.

5. Refresh the table to apply your selections.

Tip: A copy of the report can be downloaded using the Download results to CSV file button.

 

View transaction details

After building the report, you can view the nonprofit's transaction details by clicking on the arrow icon labeled View transaction details located to the right of the item. This opens a new Transaction Details page for the Payment ID noted.

 

Frequently asked questions