Track Monthly Payment Volume

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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 see an aggregate of the payments in MineralTree using this report, or if you download the CSV, you can see data by payment type. 

How To Track Monthly Payments

Navigate to Reports on the MineralTree and select the Monthly Payment Totals report. 

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Once you select that report, Click the Generate Report button and it will show an aggregate of payments you've made each month by number of payments and dollar value. 

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If you want to see this broken up by payment type and amount per payment type, click on the Download button and download the CSV file. 

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