Generating Payment Reports: Tracking Authorize.net Transactions by Date on Jotform

Hello! We use Authorize.net as our payment processor but that's for multiple software systems. Is there a way to run a report on Jot form to see how much money was processed in a certain date range.

Thanks

Hi Wade,

Thanks for reaching out to Jotform Support. That is correct, the payments that you can receive all across the forms are resetting every 1st of the month. I understand that you want to see the history of payments that was done over the years. Have you tried to check the history of your account? Here are the following guides that can be helpful to you:

How to View Your Account Activity Logs

How to View All Your Form Email History

Let us know if there’s anything else we can do for you.

Hi! This isn’t really what I was looking for. I just want to see a total or list of credit card transactions when they batch so it’s easier to match with the bank deposit.

Hi Wade_Shank, 

Thanks for reaching out to Jotform Support. With Jotform Report Builder, you can easily generate visual reports that are based on your submission data. Let me show you how:

1. On your My Forms page, select the form that you want to create a report for.
2. Click on Reports at the top of the page, and then click on Add New Report.

3. Now, select Visual Report Builder, which will open Report Builder.

4. Enter a Report name.

5. Choose a Report Type:

• Blank – you can add and place charts manually.
• Extended Report – a single chart is shown per page by default.
• Compact Report – two charts are shown per page by default.

6. Then, click on Create and that’s it. You’re done.

For the Extended and the Compact report types, Report Builder will automatically create a chart for each form field or widget on the form. We also have a guide about How to Create a Visual Report with Your Form Submissions that you can check out.

Give it a try and let us know if you need any help.