Generate Payment Request History to PDF or Excel

Generate a payment request history to PDF or Excel as follows:

1. Click the Financial tab at the top of the screen.

2. Click the Payment tab.

3. Click the Payment Search link in the navigation bar on the left. The Payment History Search Criteria screen appears.

4. Click the Payment Search Criteria link. Complete the fields to narrow your search. You can also search by Payee, Provider, Person, Allocation Information, Contracts Search, and Training Session Criteria fields.

5. Click the Search Payment History. The records that match your criteria appear in the Payment History Search Results table.

6. In the Options field; under Reports, select Payment History Detail. Click Go. You are taken to the Document Details screen. In Document History table, select either PDF, or Excel radio button. Click Generate Report.

7. Within the program selected; click File/Save As. In the Save As window; name the report, and change Save As Type.