Welcome to Prahsys Tutorials. In this tutorial, you'll learn how to generate a payment report: choose a period, open the report, and download or email it.

Reports are made from the Payments Overview. The Generate Report button is at the top, next to the date switcher. A report covers the period the date switcher shows. Pick one, such as This Year, and click Apply.

Now click Generate Report. The report opens in a new tab. At the top are your practice's name and the report's dates. The summary shows your gross payment volume, or GPV: your card, cash, check and ACH payments, with card refunds taken out. Adjusted GPV also takes out any chargebacks. Below, each payment method has its own list, with a count and a total.

To save a copy instead, click the three-dot menu next to Generate Report. Download PDF saves the same report to your computer. Download CSV saves it as a spreadsheet you can open in Excel or Google Sheets. Email Report sends the PDF and a CSV by email. It fills in your email address. Change it if you need to, then click Send. A message confirms it's on its way. That's how to generate a report in Prahsys. If you have questions, click the chat bubble in the bottom corner, then Send us a message. Our support team is happy to help. Thanks for watching Prahsys Tutorials.