To access your Billing Payment Details Report

  • Navigate to Control > Reports > Billing > Payment Details.

To determine your supports to display (this step only needs to be completed if you need to filter records by any criteria other than by date range or event):

Step One: Select Your Filters

  1. Select Control > Reports > Billing> Payment Details and find the following screen:

  2. Click Filters at the top left of the screen.

  3. Open the appropriate folder by clicking the ‘+’ to the left of it.

  4. Select the field you would like to filter on and click on them so they are highlighted.

  5. Click Add and a pop up window will appear

  6. Select the appropriate operator and value.

  7.  Click OK to save the parameter you specified.

  8.  Add any other required filters and click OK.  Click OK at the bottom of the page to save changes.

Step Two: Select the Date Range for Your Report

  1. Click Date Range at the top of the page.  Then a page with a drop-down will appear.

  2. Click the checkbox to the left of the words Filter data by payment date.

  3. Choose a date parameter from the two drop down boxes that appear.

  4. If you choose the default date parameter Within and Last Billing Cycle, the reported payment amount should match the summary you received along with your disbursement from us.

  5. To manually enter dates, choose Between from the drop down on the left and type the dates in the date fields, or use the Calendar icons to select the dates.  For example, enter Between 1/1/05 and 1/15/05.

  6. Click OK to save changes.

  7. If a message appears that says One of the values is invalid, retype the date in the format MM/DD/YYYY, then click OK to save changes.

  8. Click Cancel to exit without saving changes.


Step Three: Select the Events and Initiatives to Be Included in Your Report

  1. On the Payment Detail Report, click Select Events at the top of the page.

  2. Make sure that the Include All Events check box at the top right of the screen is selected.

  3. Click OK at the bottom of the page.

 Step Four: Run Your Report

  1. Click Run Report.

  2. Based on the example above, the report will show a listing and amount of online (not checks, cash or charge) transactions between January 1 - January 15.


Please note that the Billing Cycles for Sphere transactions are the 1st-15th and 16th-end of month.  If you attempt to run the Payment Details Report during a Billing Cycle, you will not see the Blackbaud Fee, Credit Card Fee, or Net Amount displayed.  These values only update after a Billing Cycle has ended.  So, for example, running the report on December 10th for the period of December 1st through December 15th will not show values in these columns until December 16th.