You can query for Slate Payments transactions to review recent payment activity, settlement details, payment outcomes, and account information. Use this approach for financial reporting, refund or dispute review, audit preparation, or payment activity analysis.
Try a Slate example 💼
Copy this Suitcase ID and paste it in Database → Suitcase Import to import a pre-made example query:
00ccb27f-fd6b-4f11-8722-30cbc39c63a6:slate-admissions-showcase💡 Tip
Find this query and other importable examples in the Admissions Showcase environment.
Reviewing payment transactions
This example returns payment transactions from the past year. The results include transaction date, payer or record name, payment account, amount, result, settlement date, and settlement transaction ID.
The query can help you review total payment activity, identify refunds or failed transactions, reconcile settlement data, and provide transaction history for internal reporting. Adjust the date filter when you need a shorter or longer reporting period.
Building the query
Start from the Payment base because each row should represent one payment transaction. Add joins only where they support exports that help identify the payment record, payment account, payer, or settlement.
Create the query
Go to Queries / Reports.
Select New Query.
Configure the following settings:
Name: Slate payment transaction history
Folder: Payments, or another folder where payment reporting queries are saved
Type: Configurable Joins
Category: Records
Base: Payment
Select Save.
Add joins
These joins make related record, account, payer, and settlement details available from each payment row.
Select Join.
Create a join to Dataset Row.
Select Save.
Select Join.
Create a join to Lookup Slate Payment Account.
Select Save.
Select Join.
Create a join to Person.
Select Save.
Select Join.
Create a join to Settlement.
Select Save.
Add filters
The rolling-date filter limits results to payment transactions from the past year.
Transaction date
Select Filter.
Under Payment, select Transaction Date.
Select Continue.
Set the filter to
>=.Set the value to
today - 1 year.Select Save.
Add exports
Add exports similar to these so reviewers can identify the transaction, account, outcome, and settlement information:
Date: Payment / Transaction Date
Name: a formula that returns the person name when available, then falls back to the dataset row name
Account: Payment / Payment Account
Payment GUID: Payment / GUID
Deposit Account: Lookup Slate Payment Account / Name
Amount: Payment / Amount
Result: Payment / Result
Settlement Date: Settlement / Date
Settlement Transaction ID: Settlement / Transaction ID
The inspected example uses a formula for Name so the query can display a readable value for payments connected to either a person record or a dataset row. If your payment activity is always tied to one record type, you can export the equivalent name field directly instead.
Review the results
Select Preview Results or run the query.
Confirm that the date range matches the reporting period you need.
Review the Result, Amount, and settlement exports before using the query for financial reporting.
Customizing the query
You can adjust the transaction date filter to change the reporting window. Add filters for transaction result, account, amount, or settlement details when you need a narrower audit, reconciliation, or refund review.