---
title: "Querying for Slate Payment Transaction History"
slug: "querying-for-slate-payment-transaction-history"
status: "new"
updated: 2026-06-18T22:20:01Z
published: 2026-06-18T22:20:01Z
canonical: "knowledge.technolutions.net/querying-for-slate-payment-transaction-history"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Querying for Slate Payment Transaction History

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](/docs/suitcase-import) ID and paste it in **Database → Suitcase Import** to import a pre-made example query:

```SuitcaseID
00ccb27f-fd6b-4f11-8722-30cbc39c63a6:slate-admissions-showcase
```

> [!NOTE]
> 💡 Tip
> 
> Find this query and other importable examples in the [Admissions Showcase environment](/v1/docs/showcase-environments).

## 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.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Querying for List of Slate Payment Transaction History.png)

## 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

1. Go to **Queries / Reports**.
2. Select **New Query**.
3. 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
4. Select **Save**.

### Add joins

These joins make related record, account, payer, and settlement details available from each payment row.

1. Select **Join**.
2. Create a join to **Dataset Row**.
3. Select **Save**.
4. Select **Join**.
5. Create a join to **Lookup Slate Payment Account**.
6. Select **Save**.
7. Select **Join**.
8. Create a join to **Person**.
9. Select **Save**.
10. Select **Join**.
11. Create a join to **Settlement**.
12. Select **Save**.

### Add filters

The rolling-date filter limits results to payment transactions from the past year.

#### Transaction date

1. Select **Filter**.
2. Under **Payment**, select **Transaction Date**.
3. Select **Continue**.
4. Set the filter to `>=`.
5. Set the value to `today - 1 year`.
6. 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

1. Select **Preview Results** or run the query.
2. Confirm that the date range matches the reporting period you need.
3. 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.