The Payment History Report shows payments for submitted applications. There are four payment methods possible: No Payment, Credit Card, Check, and Fee Waiver. The payment method that populates to the report is dependent upon which methods are valid for your application and what the applicant selects (if you do not charge an application fee, your method will always be “No Payment”).
- The main Payment History Report page (without any filters) shows the payment information for all applications submitted to your campus, since the start of
- To filter the data, click the Filters (
) dropdown to expand the options available to you:
- Term: A dropdown list of enrollment term names are open or closed currently, in your CrossConnect You can type into the list to perform a smart search for the term you want or scroll through the options available
- Rule: A dropdown list of all rules in your selected application. This included application dynamic rules and those you have created. You can type into the list to perform a smart search for the rule you want or scroll through the options available
- Submitted Between: Allows you to filter applications submitted within a given date range. You can type the full date (mm/dd/yyyy) into the date fields or use the calendar that pops up when you click into the field
- Never Exported: Check this box to view applications that have not yet been downloaded by any of your Applicant Export Projects
- Click the Apply Filter button (
) to run the Submitted Applications Report with the filter(s) you selected
- Click the Clear Filter button (
) to remove any selected filter(s) from the Submitted Applications Report
- Click the dropdown next to Applications Per Page to change the number of results you see below. The default setting is 25 results per page
- Click the Save to Excel button (
) to export the report data in Microsoft Excel format (.xls)
- The default report provides feedback containing a specific set of applications fields about each submitted application:
-
ID: This is a unique application identifier, specific to the specific application and applicant. Applicants get this number on their confirmation
- ID: This is a unique application identifier, specific to the specific application and applicant. Applicants get this number on their confirmation
- Last Name: Last name from the CFNC profile of the applicant that submitted the application (note: if you want to pull this information directly from your campus’ specific “Last Name” field on your application, that can be done with Dynamic Reports). You can click this column header to sort the results by last
- First Name: First name from the CFNC profile of the applicant that submitted the application (note: if you want to pull this information directly from your campus’ specific “First Name” field on your application, that can be done with Dynamic Reports). You can click this column header to sort the results by first
- Middle Name: Middle name from the CFNC profile of the applicant that submitted the application (note: if you want to pull this information directly from your campus’ specific “Middle Name” field on your application, that can be done with Dynamic Reports). Please note, this is an optional filed (in the profile and on your application) so you can get blank results.
- Email: Email address from the CFNC profile of the applicant that submitted the application (note: if you want to pull this information directly from your campus’ specific “Email Address” field on your application, that can be done with Dynamic Reports).
- Completed On: The date and time the application was completed and submitted to your campus. You can click this column header to sort the results by date
- Method: The payment method selected by the applicant when submitting your application. The applicant can only select from the methods you have active on your application. You can click this column header to sort the results by method
- Payment ID: This populates for payments made using the Credit Card method. This number is unique to the This is the identification number that populates to the Credit Card Payments Report
- Amount: The application fee amount active on your application at the time of application submittal
- Received on: This populates automatically for payments made using the Credit Card method. This is the date and time the credit card charge cleared/posted. For application fees paid via check/money order or fee waiver, this date will populate once the campus manually checks that the payment has been received (for more information about manually marking payments as received see the “Submitted Applications Main Screen” documentation).
- At the bottom of the screen, you can see the total number of applications displayed in your results overall
- Click First, Previous, a specific page number, Next, or Last to navigate through your Payment History Report results.