How To Navigate Our Reports:

We've created a video (CLICK HERE) to help you navigate through our handy reporting section that will show you how to:

  • See how much money you've raised
  • How many guests attended
  • Follow up on pending pledges and send reminders
  • Log cash/check donations
  • Edit (add/delete) attendee carts
  • See the breakdown of fees paid (PayBee + CC fees)
  • See money being transferred into your account
  • And more!

If you need quick access to information, you can get all your data from the following 4 places.

  1. PENDING CARTS
  2. CAMPAIGN REPORTS
  3. MONEY GOING INTO YOUR BANK ACCOUNT
  4. SEE FEES AND ALL OTHER DATA

REMEMBER: set the date range on the top of every page.

PENDING CARTS

See Pending Carts from Manage > Virtual Events > Attendees.

Sort by pending carts. Send out reminders and track incoming checks here.

CAMPAIGN REPORTS

See Silent Auction, Fund A Need, etc reports. Pending and Transaction breakup shows items that have closed and those that are still open.

Reports>Campaigns

MONEY GOING INTO YOUR BANK ACCOUNT

The funds are batched and sent to your bank account. See what’s in transit and paid. Also click on the rows to see which transactions were a part of the batch.

Reports>Transfers

SEE FEES AND ALL OTHER DATA

The All Donation is a full report of all data on PayBee. Select Columns to and view/export to excel as necessary

Reports>All Donations>Select Columns

We're always happy to answer any questions you may have about your post-event reports. Email contact@paybee.io if you need any help!

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