Where can I pull reports?
You can pull reports from the following sections of your account: Payment Plans, Payments, and Reports:
![](https://support.partial.ly/content/images/2022/06/Screen-Shot-2022-06-21-at-2.50.23-PM-3.png)
Reports of Payment Plans
![](https://support.partial.ly/content/images/2022/06/Screen-Shot-2022-06-21-at-2.51.43-PM.png)
In the Payment Plans section, there will have a filter option on the top left. Once filtered, you can select the 'export to csv' option on the bottom right of the page to export a more detailed spreadsheet. You can also export PDFs of customer contracts.
You can filter plans by the following criteria:
![](https://support.partial.ly/content/images/2022/06/Screen-Shot-2022-06-21-at-3.06.25-PM-1.png)
Report of Payments and Fees
![](https://support.partial.ly/content/images/2022/06/Screen-Shot-2022-06-21-at-2.54.20-PM-1.png)
You can export a report of payments and fees from the Payments sections of your Partial.ly account. There will have a filter button on the top left. Once filtered, you can select the 'export to CSV' button on the bottom right of the page to export a more detailed spreadsheet that includes the fees.
![](https://support.partial.ly/content/images/2022/06/Screen-Shot-2022-06-21-at-3.04.57-PM.png)
You can filter payments by the following criteria:
![](https://support.partial.ly/content/images/2022/06/Screen-Shot-2022-06-21-at-3.11.44-PM.png)
What other reports can I pull?
You can pull the following reports from the Reports section:
![](https://support.partial.ly/content/images/2022/06/Screen-Shot-2022-06-21-at-3.05.23-PM.png)
Have more questions?
Email us at support@partial.ly