Payment Reports
Purpose
Use Payment Reports to measure payment performance with visual analytics, status distributions, and product-level revenue summaries.
Prerequisites
- Payments are enabled and transactions exist.
- Open Form Payments and click Reports.
- Use a date range that includes transaction history.
Dashboard sections
- Payment Overview: total revenue, total payments, average order, and status counts.
- Revenue chart: line/bar view with refresh.
- Payments chart: line/bar view of payment counts.
- Status breakdown: doughnut chart by payment status.
- Method breakdown: doughnut chart by payment method.
- Top products: revenue contribution by top products.
How to use
- Set a date range in the report header.
- Review high-level overview cards first.
- Compare revenue vs payment count trends.
- Check status and method breakdown for quality and gateway health.
- Review top products to identify best-performing offers.
Verification checklist
- Date range updates all charts consistently.
- Refresh controls load new data without navigation.
- Revenue totals align with known payment records.
- Back button returns to Form Payments.
Common issues and limits
- Empty charts: no payments in selected range.
- Unexpected numbers: test/sandbox data may be mixed with production context.
- Currency formatting falls back if browser cannot format the configured currency.
- Chart preferences (line/bar) are remembered per browser session.
What's Next
- Form payments to inspect or correct individual transactions.
- Payment settings to check gateway mode and credentials.
- Export data to export submission datasets alongside payment insights.