1. Create a new record query
  2. On the Criteria tab, expand Activity, expand Payments
  3. Select Payment Date with an operator of between and enter the date range of transactions to be used
  4. Expand Student Billing Payment
  5. Select Student Billing Source with an operator of equals and value of the Payment Source needed
  6. On the Output tab, select the appropriate fields for the record
  7. On the Sort tab, select the appropriate sort criteria
  8. Review the Results