Audience: Accounting Manager
Summary: This article explains how to track your MineralTree usage in terms of payments made during specific time periods using the Monthly Payment Totals report. You can view an aggregate of payments in MineralTree using this report, or download the CSV to see data broken down by payment type.
How To Track Monthly Payments
Navigate to Reports in MineralTree and select the Monthly Payment Totals report.
Click the Generate Report button. The report will display an aggregate of payments made each month, including the number of payments and total dollar value.
To view payment data broken down by type and amount, click the Download button to export the CSV file.