Pathway: Reports > Standard > AR > Payment Reversals and Refunds
The Payment Reversal and Refunds report summarizes accounts within a division that experienced payment reversals or refunds during a specified time frame. It also provides specific information about the reversed or refunded amount and how it was issued.
Required Permissions
The following permissions are required to run the Payment Reversals and Refunds Report:
Report Parameters and Values
| Parameter | Value |
| Division | Filters the report to only return results for accounts in the selected Division. |
| Period | Filters to a specific month and year period. |
Run The Report
- Select the Period the report applies to.
- Optional filters to apply:
- Division
- Select Run Report or Run as Excel.
- Run Report: results of the generated report will display in a new window tab.
- Run as Excel: results will be exported to Excel for the user to open and view.
Understand The Report
| Column | Description |
| Date | Displays the date of the reversal or refund for the account listed in the report. |
| Division | Displays the division of the account a payment reversal or refund was issued for. |
| Account | Displays the name and account ID of the account a payment reversal or refund was issued for. |
| Type | Indicates if this was a payment reversal or a payment refund for the account. |
| Payment Type | Indicates what type of transaction was used to issue a payment reversal or refund to an account. |
| Amount | The amount that was reversed or refunded. |
| Note | Displays any notes that were entered when the payment reversal or refund was completed. |
| Payment Total | The total amount returned as either a payment reversal or payment refund for the period. |