Overview
Payment Manager is your centralized reporting engine. Use the Reports tab to build custom data views that capture only the information you need. These reports can be saved for future use, run on-demand, or scheduled for automatic delivery via email.
How to Create New Reports
Click the plus (+) sign to start a new report, then follow these six steps:
Step 1: Choose Report Type
Personal: Only visible to the user who created it.
Global: Available to your entire team.
Note: You must have Admin permissions to create Global reports.
Step 2: Select a Date Range
Choose any range from Today to All Time.
For Recurring Reports: Use relative ranges like Last Month or This Week so the data stays current.
Fixed Dates: If you select specific dates (e.g., 11/1–11/15), the report will always pull data for that exact window.
Step 3: Set Your Filters
Refine your data set using advanced criteria similar to the Payment Search area.
Success vs. Failure: By default, only approved payments show. Check Show declines, errors and voids for a complete history.
Logic Rules: Check Show results that meet any of the criteria below if you want to see matches for any single condition rather than requiring all conditions to be met.
Step 4: Design the Layout
Group By: This defines how your data is organized. While "Payment" is the standard default, other detailed options are available.
Column Selection: Drag fields from the Available Fields list and drop them into the Included on Report column. You can also drag and drop to reorder them.
Step 5: Set Email Schedule (Optional)
To receive reports automatically, toggle Set Email Schedule to On under Email Settings.
Frequency: Choose from Daily, Weekly, Monthly, Annually, or One Time.
Timing: Set the specific time (Note: All times are in Central Time).
Recipients: Enter email addresses separated by commas.
Step 6: Name and Save
Save and Run: Saves your parameters and immediately displays results.
Run: Shows results immediately without saving the report for future use.
Save: Stores your parameters and schedule without generating a preview.
Managing Your Results
Scheduled reports are delivered as lightweight Excel (.csv) files for easy data manipulation. When viewing reports within LawPay Link, use these tools to customize your view:
Column Configurator: Click the icon in the top-right of the grid to choose visible columns.
Rearrange & Sort: Drag columns to move them, or click the triangle in the header to sort A-Z or Z-A.
Filter: Click the filter icon in any header to narrow down the on-screen results.
User Defaults: Any layout changes you make to the grid are saved to your specific user profile and won't affect your colleagues.