Reporting Overview

GovPayPlan provides comprehensive reporting tools to help you track transactions, reconcile accounts, and maintain accurate financial records.

Available Reports

Transaction Reports

View and filter all payment transactions with detailed information.

• Transaction Reports

Reconciliation

Match GovPayPlan transactions with your bank statements and accounting systems.

• Reconciliation

Data Export

Download report data in various formats for external use.

• Exporting Data

Report Features

Filtering

All reports support filtering by:

• Date range
• Transaction status
• Payment type
• Amount range
• Payer information

Sorting

Sort results by any column in ascending or descending order.

Search

Use the search bar to find specific transactions by:

• Transaction ID
• Payer name or email
• Reference number

Scheduled Reports

Set up automated reports delivered to your email:

1. Configure the report parameters
2. Set the schedule (daily, weekly, monthly)
3. Add recipient email addresses
4. Choose the export format

Report Permissions

Role	View Reports	Export Data	Schedule Reports
Viewer	Yes	Limited	No
Operator	Yes	Yes	No
Manager	Yes	Yes	Yes
Administrator	Yes	Yes	Yes

Best Practices

1. Run reports regularly to catch discrepancies early
2. Save commonly used filters for quick access
3. Export backups of important reports
4. Use reconciliation to verify accuracy

Getting Started

Start with Transaction Reports to explore your payment data.