Payment reports

Hi
We need some reporting for Gift-Aid (UK tax refunds offered for consenting UK taxpayers) analysis purposes. This must bring together a list of all payments received in a given period, along with the name, address and several other CB user defined fields. We need all payments - ie including those which CB-Subs considers to be recurring due to automated recurring renewals. There must be a number of ways to do this and I suspect that some of them mean we have to carry out some development ourselves, but I would appreciate your thoughts on how best to approach this - including whether you are planning some reporting yourselves.

Thanks

Typically that is information you should pull directly from your payment provider. PayPal for example has features to easily do this and export the data as CSV. Aside from that the easiest approach is a custom database query and export the results as CSV. I believe there are reporting extensions that let you build reports off custom database tables that you can also export, but I've no experience with such extensions. In short CB and CBSubs have no export functionality. You can see the payments within CBSubs > Payments, but you will not be able to export to CSV or anything of the sort from there.

Thanks. We use the PayPal basic gateway and their reporting is very poor. It also does not match very well with our CB/Joomla data. CB pages are generally quite good for copy/pasting (paste special!) into excel, but I obviously need to join the table(s) for users with the table(s) for baskets/payments/etc. We only need the report relatively rarely - monthly or quarterly, so I can do it via phpmyadmin if I could be certain of the tables/fields/queries to use. I could also perhaps use Cronoforms for a more integrated approach. Can you help us with the query details though?

Quite a few people have expressed an interest in Gift Aid reporting. No clear solutions. This is a problem for non-profits in the UK
Thanks

We use the PayPal basic gateway and their reporting is very poor.

It's hard to find, but the old History page lets you filter and export the results which will include everything you need from a tax/accounting perspective. The easiest way to get there is on your Summery page click "Seller preferences" under "Seller tools" then on the preferences page click "History" on the top menu. You should now be able to filter payments sent/received history and export it in a number of formats.

Can you help us with the query details though?

See the below topic for an example of joining the users and subscriptions tables.

www.joomlapolis.com/forum/255-developer-members-support/213125-export-user-from-cb-subs#213133