Specify the Date Range for Payments

You can display payment transactions that occurred within a specific date range (such as Last Month) or apply a custom date range.

Change the Date Range

To change the date range of the transactions displayed:

Payment transaction date field

  1. Select the arrow in the Date field to expose the filtering options.

The filter initially defaults to the last 30 days. However, the most recently applied filter will become the default as long as you remain on the page.

  1. Select the appropriate filter.

Apply a Custom Date Range Filter

You can specify a custom date range.

Payment transaction date field

  1. Select the arrow in the Date field.

  2. Select Custom Range. A date picker calendar is displayed.

Date range start date

  1. Navigate to and select the range's start date. Use the < > icons to move between months.

Date range end date

  1. Navigate to the range's end date.

  2. Select the end date. The selected range is listed.

Payment transactions date filter-date range specified

  1. Click Apply to re-display the transactions based on the selected range.

Also see Re-order the Payment Transactions Grid and Filter the Payment Transactions Grid.