Viewing Reports

Viewing Reports

Reports can be viewed by any Affordify platform user that has been granted the access to view reports. Access can be requested by a manager submitting a ticket to the Affordify Helpdesk.

*Requirements

  • Google Chrome Browser (can be installed from https://www.google.com/chrome/)
  • Stable internet connection (high-speed preferred and recommended)
  • Reporting access granted on user account

Viewing Reports in Affordify

1)    Sign in from https://affordify.net

2)    Click on the “Reports” tab in the left navigation and then select “End of Day

3)    Select Dates & Filters of preference

a)    Filters can be selected as follows:

i)      Filter by Date

ii)     Filter by Payment Method

iii)   Filter by Payment Type

iv)   Filter by Payment Status

v)    Filter by User

vi)   Filter by Facility & Provider

4)    Click Search

5)    Reports can be exported by click on the “Export Data” link in the upper right corner of the results