NeonPay Reporting

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6 comments

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    Linda Sue Martin

    Second this request. I am a little surprised by the lack of reporting. I was expecting to find something similar to the CRM report, though I'm thinking I don't need anything as extensive. While it is true the former gateway provider we used had limited reporting functions, we were able to produce a data download based on date, date range, monetary criteria, status such as refund, succeed, failure. I understand I can get a lot of this from within Neon, but the point here we need to be able verify without the CRM. Our accounts and auditors are such detail orientated people.

    Regards, Linda Sue

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    Susan Cruz

    I third the request. I pull the spreadsheet and then have to make two columns one for the dues collected and one for the fees charged. I t would be great to have a report that breaks down total monies collected, total MC fees, total AMEX fees, total ACH fees, etc. We enter each of these items separately into quickbooks.

    I also feel the current issues happening with the payout data not showing properly needs to be addressed ASAP.

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    Karla Reynolds

    I agree with all the comments Above.  Also when donor gives to multiple campaigns in a month, it would be helpful  to see separate donations and the associated campaign rather than an aggregate total. 

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    Katy McNicol

    Yes, please! Our Business Manager is asking me for better reporting options.

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    E. Lenice Shaw

    I agree with comments above.  I am glad we waited till the last minute to start using so that we have a minimum of activity on the new system.  In order to record and reconcile our transactions, we need to be able to generate a report that shows:

    Date donation created

    Fees charged to the donation

    Net generated (this is less helpful but would save us a step

    Date paid out. 

    Name, Donor ID, donation ID fields.

    Please allow a download to csv or Excel in tabular format so we don't have to parse it to bring it into Excel. 

    THANKS!

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    Katie Hadlich

    Yes more detailed reporting from NeonPay please.  It is a lot more challenging trying to reconcile the transactions every month with such limited information. 

    I would like to be able to pull: transaction date,  NeonCRM account number, first name, last name, transaction fees, credit card type, last 4 digits of credit card, transaction cleared date.  

     

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