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Generate Payment Data Report

Summary

 This guide walks you through generating a payment data report in Plumm HR using the user data template. Learn how to create a custom report for payment data.

In this article

  • Before you begin
  • Step 1: Navigate to the Reports Page
  • Step 2: Add a Report
  • Step 3: Select the User Data Template
  • Step 4: Choose Payment Data
  • Step 5: Enter Report Details
  •  Step 6: Save the Report
  •  Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have admin access to the Reports section in Plumm HR.
  • You must have the necessary permissions to create payment data reports.
  • Familiarise yourself with the payment data you wish to include in your report.

Step 1. Navigate to the Reports Page

  1. Log in to your Plumm HR admin account.
  2. From the dashboard, navigate to the Reports page.

Step 2. Add a Report

  1. On the Reports page, click on Add Report in the top-right corner.
  2. From the dropdown menu, select Select Template.

Step 3. Select the User Data Template

  1. In the Select Template window, choose the User Data Template.

Step 4. Choose Payment Data

  1. From the list of available fields, click on Payment Data.

Step 5: Enter Report Details

  1. Click Next to proceed to the Overview section.
  2. Review the report preview to ensure it includes the necessary payment data.
  3. Once satisfied, click Next again.


Step 6: Save the Report

  1. Enter a Name and Description for your payment data report.
  2. Once you've filled in the details, click Save to create the payment data report.

Frequently Asked Questions (FAQ)

1.What does the "Bounce" status mean?

A Bounce status indicates that the email could not be delivered to the recipient’s inbox due to issues such as incorrect email addresses or full inboxes.
 

2. Can I create a report using multiple data fields for payment data?

 Yes, you can select multiple fields for payment data if needed and customise the report accordingly.

3.Can I edit or delete a payment data report after saving it?

 Yes, reports can be edited or deleted from the Reports section at any time.
 
 

4.What should I do if I cannot access the Reports page?

 Ensure you have the necessary permissions. If not, contact your system administrator for assistance.

5.What if I cannot find the User Data template?

 If the User Data Template is not visible, check your permissions or reach out to your system administrator.