---
title: Payment Allocations Report
description: In this article, learn about what's inside the Payment Allocations Report.
---

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# Payment Allocations Report

## In this article, learn about what's inside the Payment Allocations Report.

APPLIES TO: Admins

Last updated: May 17, 2023

#### Overview

The Payment Allocations report contains important data regarding the transactions completed in your account. When you download the report, it will include the following information:

- **Purchased At **- date the transaction was purchased.
- **Payment Method **- the type of payment that was used to process the transaction.
- **Amount **- the total amount paid for the transaction.  
    - ***Note: **This will export in cents. You can multiply the column by .01 to get the dollar amount of the transaction.*
- **Tax **- the sales tax applied to the transaction, if applicable.
- **Service Fee** - the service fee applied to the transaction, if applicable.
- **Coupon Code **- the coupon code that was used at checkout, if applicable.
- **Discount Amount **- total discount applied at checkout, if applicable.
- **Buyer Name **- the name of the buyer that made the purchase.
- **Buyer Email **- the email of the buyer that made the purchase.
- **Product **- name of the event, membership, credit pass, or retail item that was purchased.
- **Product Type **- name of the type of product (ex. Membership, Event Type, Retail).
- **Source Type **- the type of transaction (ex. Membership Renewal, Order Item, Refund).

#### Payment Allocations Report

- To access the report, [log in to your account](https://help.upperhand.com/why-can-t-i-log-in-to-upper-hand?hsLang=en) and hover over the main navigation bar on the left hand side.
- Click the **cloud icon **next to **Reports.**
  
  ![Screen Shot 2023-01-06 at 2.04.22 PM](https://help.upperhand.com/hs-fs/hubfs/Screen%20Shot%202023-01-06%20at%202.04.22%20PM.png?width=688&height=331&name=Screen%20Shot%202023-01-06%20at%202.04.22%20PM.png)
- In the dropdown menu, click **Payment Allocations.**
- Choose your desired **Start Date **and **End Date.**
- Click **Download**

![Screen Shot 2023-01-06 at 2.05.22 PM](https://help.upperhand.com/hs-fs/hubfs/Screen%20Shot%202023-01-06%20at%202.05.22%20PM.png?width=688&height=334&name=Screen%20Shot%202023-01-06%20at%202.05.22%20PM.png)

 

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