video1.0<iframe src="https://www.loom.com/embed/144c7bb35959494294a8a7dcecc3eb70" frameborder="0" width="1974" height="1480" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14801974Loomhttps://www.loom.com14801974https://cdn.loom.com/sessions/thumbnails/144c7bb35959494294a8a7dcecc3eb70-2a6ee7942f129a7c.gif86.949This Loom explains how to use the Process Payments dashboard to monitor and report on your practice payment activity. It shows how the date switcher controls the time period shown, defaulting to this week, with options for today, this month, this year, or a custom date range. The dashboard provides an overview snapshot including total revenue and breakdowns by card, cash, check, refunds, and declines, with each category expandable into detailed transaction lists. It also covers generating reports via the three-dot menu to download a PDF or CSV or email the report, and using the Generate Report button to open a print-ready PDF of the current view.