PURPOSE: This report shows you total agent-assisted IVR payment requests generated by each user (agent) each day for a selected period.
RELATED REPORT: Payments Logs -- See: https://1800notify.zendesk.com/hc/en-us/articles/35435098836621
FORMAT: CSV (Comma Separated Variable) format that can be opened in any spreadsheet such as Microsoft Excel.
FIELD NAMES: See bottom of this article
FILE NAME: (First 12 char of your Org name)_Payments_By_Users_MMDDYYYY-MMDDYYYY.CSV
EXAMPLE: For "Greenfield Health Care" 03-01-2025 to 03-31-2025
the file name would be: Greenfield_H_Payments_By_Users_03012025-03312025.csv
HOW TO GENERATE:
1- Login to your account at www.1800notify.com
2- Click the IVR tab, then PAYMENTS sub-tab
3- Click the REPORTS button.
Select Payments By Users
Choose the Time Period you want to use for your report.
Click the DOWNLOAD button.
Depending on your browser download settings, you may asked to select a folder and optionally adjust the file name. Or, the file will be automatically downloaded to your "Downloads" folder.
Here's a sample report:
TIP: When you open the spreadsheet in Excel, you may want to save the file as a Spreadsheet using the "Save As" button.
FIELD NAMES DEFINED
| Field Name | Definition / Details |
| Requested By | Name (email) of person who sent the payment request |
| Date | Date of the request |
| Requested | Total amount requested for the Date row shown |
| Paid |
Total paid on the Agent-Assisted IVR for the Date row shown. (Note: this does not include any payments made on another payment portal if you sent a link in the Text or Email with the request) |
| Emails | Total email requests sent for the Date for this Requester |
| Texts | Total text message requests sent for the Date for this Requester |
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