How to View Payment Reports In A Form
If you're already using Hubbli's Digital Forms to accept payments, you may be wondering how to view payment reports. If you're looking to do an export into Excel, click here to learn how to export entries. For viewing payment reports, follow the steps below:
1. Login and go to your Admin dashboard. (click here to learn how to do that)
2. Under Forms, select Entries
3. Select the form you would like to view reports for (from the dropdown list)
4. Click Sales
5. Here you will find a detailed report of your accepted payments. Using the filter section, you can generate daily, weekly and monthly reports, or define a custom date range.