Step 1: Access the Export Payments Feature
Go to the Admin Navigation menu.
Select 'Events' under Tools.
Step 2: Access the Guest Dashboard
In the Events section, click on the 'Guest Dashboard' tab. This is where you can manage and review event-related data.
Step 3: Apply Filters
On the Guest Dashboard, you can add filters to refine the data you wish to export.
Common filters may include Event Name, RSVP Status, etc. Apply the appropriate filters to narrow down your data set.
Step 4: View Filtered Guests
After applying the filters, scroll down to the Table view of guests. This will display:
The filtered guest list
All payment-related details
You can also specify a date range for the payments you wish to export. This view will provide you with a snapshot of the selected guest data.
Step 5: Export Payments
Locate the ⚙ or settings icon in the 'Table View of Guests'.
Click on it to access additional options.
Select 'Export Payments' from the dropdown menu. This action initiates the process of exporting payment data for the filtered guests.
Step 6: Initiate the Export
Once the 'Export Payments' is selected, the download is initiated. You can either
Click on 'View Status' on the notification.
Download the Payment details file in your email.
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