How do I view reporting for my practice's payment processing?

To view your practice's reports, log in to your practice's account at and navigate to the Payments History tab on the left-hand side of the home screen.

Use the filters at the top of the screen to select the information you'd like to display (including date range, status, type, etc). To download a report, click on Export CSV at the top of the table. The report will reflect the filters selected above.