IN BRIEF
The Credit Card Splits Report (FIN-8) helps you track payment totals by credit card type and the financial Program or Charge Category where those payments were applied. The report shows total amounts processed by card type, rather than listing individual charges, and can be filtered by date, Location, Program, payment source, and payment type. 

• Overview
  • Available Formats
• Accessing the Report
• Step-By-Step Instructions
  • General Filters
  • Ledger
  • Display Options
  • Generating the Report
• Troubleshooting & FAQs
• Related Articles

Overview

The Credit Card Splits Report allows you to review income by Credit Card Type and the financial Program or Charge Category where card payments were applied.

This report provides totals for payment amounts processed by card type. It does not show individual charges. You can limit the results to payments taken by staff members in the Office Portal or payments submitted by families through the Customer Portal.

The report totals reflect:

• Amounts processed and kept
• Voids
• Deleted amounts
• A grand total of payments received

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Available Formats

The Credit Card Splits Report is available in the following formats:

• HTML
• PDF
• XLS
• CSV

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Accessing the Report

1. From the main navigation menu, go to Reports.
2. Locate and select Credit Card Splits Report (FIN-8).

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Step-By-Step Instructions

Use the report filters to define which payments should appear in the results.

General Filters

• Use Created Date Instead of Default Active Date
  • If enabled, the System looks at the date and time the payment was created, rather than the Active Date assigned to the payment.
  • If this option is enabled, the System displays separate Created Start Date & Time and Created End Date & Time fields.
• Active Start Date/End Date
  • The System only includes payments with an Active Date that falls within the specified date range.
  • This is the default option and maintains the report’s current behavior.
• Locations
  • The System only includes payments associated with the selected Location(s) in the results.

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Ledger

• Choose Program
  • Select one or more Programs to limit the results to payments applied to charges assigned to the selected Program(s).
  • Leaving this filter blank includes all Programs.
• Payments From
  • Filters the report by how the payment was created:
    • Staff – shows only payments created by staff members within the Office Portal.
    • Customer Portal – shows only payments created by families within the Customer Portal.
• Payment Types
  • Limits the report to specific payment types:
    • E-Check – uses bank account information to process the payment individually through a payment gateway.
    • Credit Card – uses saved credit card information through a payment gateway.
    • Credit Card Present – credit card information is manually entered for a one-time payment.
    • Credit Card - Swipe/Insert/Tap – requires that a payment gateway has been configured on your account and that you have either a USB Card Swiper set to Keyboard Emulation Mode (KEM) or an Integrated PIN Pad Terminal.

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Display Options

• Show Account Types
  • If enabled, the System breaks out the total amount by card issuer/type, such as VISA or Mastercard, and bank name if eCheck is used.
  • If disabled, the report reflects only a total per Program or Charge Category.

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Generating the Report

• Select your desired export format (such as HTML, PDF, XLS, or CSV) at the bottom of the report window.
• The System will immediately generate the report in the selected format.

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Troubleshooting & FAQs

• Why do I see different date fields when I enable Use Created Date Instead Of Default Active Date?
  • When this option is enabled, the System filters by the date and time the payment was created. The report displays Created Start Date & Time and Created End Date & Time fields instead of relying only on the payment’s Active Date.
• What is the difference between the created date and the Active Date?
  • The created date reflects when the payment was actually created. The Active Date is the date assigned to the payment and is the default date used by the report unless Use Created Date Instead Of Default Active Date is enabled.
• Why are individual charges not listed on the report?
  • The Credit Card Splits Report summarizes total amounts processed by card type and Program or Charge Category. It does not provide an itemized list of individual charges.
• What happens if I leave Choose Program blank?
  • The report includes payments for all Programs.
• How can I see only payments made through the Customer Portal?
  • Use Payments From and select Customer Portal. This limits the report to payments created by families within the Customer Portal.
• How can I see only payments entered by staff?
  • Use Payments From and select Staff. This limits the report to payments created by staff members within the Office Portal.
• Why do I need Show Account Types?
  • Enable Show Account Types when you want the report to break out totals by card issuer/type, such as VISA or Mastercard, or by bank name when eCheck is used. Disable it when you only need totals by Program or Charge Category.
• Why is Credit Card - Swipe/Insert/Tap not available or not producing expected results?
  • Credit Card - Swipe/Insert/Tap requires a configured payment gateway and either a USB Card Swiper set to Keyboard Emulation Mode (KEM) or an Integrated PIN Pad Terminal.

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Related Articles

• What are Card Types, Payment Types, and Credit Types?
• How Do I Customize Which Payment Methods My Staff Can Accept?
• What is the Bank Deposit Report (FIN-2)?
• How Do I Configure My "Transactions" Settings?
• Where Do I Configure Payment/Receipt Options?
• Which File Format Options Are Available for Reports?

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