It’s your turn to view payouts in Neon CRM. Note: you will not be able to follow these steps until your organization has received payments for transactions.

1. Starting from any page in the CRM, select Reports from the navigation bar.

2. Select the New Report option.

3. Select Transaction and Payment, in the left panel.

4. Next, select the Transaction Report option.

5. Select the Edit Criteria button.

6. Select the first drop-down menu and select “Payment”.

7. Then select “Payout ID”.

8. Select an option for the second drop-down menu.

-         If you have a specific payout ID you’re searching for select “Equals” from the second drop-down menu.

-         If you would like to run a report that pulls all payout IDs, select “Not Blank” from the second drop-down menu.

9. Next, select an option for the third drop-down menu, if necessary.

10. Select the Load Criteria button.

11. Next, select the Run Report button.

12. Select the Donation ID link to view payout details.

13. View all donation and payment information on the page Donation Summary page.