How to Download Payment History (For School Admins)

Follow these steps to export your payment history from Onespot Billing. You can export your entire payment history or just a custom date range.

Step-by-Step: Export Payment History

Step 1: Access Billing

In your Administrative Superpowers ⚡, go to the Billing - payments, invoices, subscriptions.

Step 2: View Payment History

In the Billing dashboard, click View Payment History (under the “Payments Received” card)

Step 3: Export Your Payments

On the Payment History page, you'll see two export options in the top right: Export All and Export Custom.
- Click Export All to download your complete payment history, or
- Click Export Custom to choose a specific date range first (see the "Exporting a Custom Date Range" section below).

Step 4: Open the File

Once exported, your payment history will download as an Excel (.xlsx) file. Open the file to immediately view, sort, and edit your data as needed.

Exporting a Custom Date Range

In addition to Export All, you can export only the payments from a specific time period using Export Custom.

Important: The date range buttons under Revenue Overview (Last 7 days, Last 30 days, Month to date, etc.) control the Revenue Overview chart only — they reshape the graph, not the export. To export a specific date range, you must use the Custom option and set the Start/End dates, as described below.

Step 1: Click Export Custom

On the Payment History page, click Export Custom (top right, next to Export All). A date range selector will appear.

Step 2: Choose Your Range

Choose a specific Start and End date using the calendar pickers.

Step 3: Export

In the Payment History card, click the Export button. When Custom is active, it shows an Export custom tag and downloads only the payments in your selected range as an Excel (.xlsx) file.

What’s Included in the Export

The downloaded file includes detailed columns such as:

Date
Customer
Email
Description
Amount
Discounts
Status
Invoice Number
Child
Line Items

Optional: Filter Your Data (Example: by Product / Description)

Once you open the exported file, you can immediately filter it to find specific items.

Steps to Apply a Filter

Open the exported Excel file
Go to the column you want to filter (example: Description)
Click the dropdown arrow in the column header
Select Quick Filter…

In the filter window:

Use the search bar, or

Check/uncheck the items (descriptions) you want to include

Click outside the filter window to apply

You’ll now see only the filtered results.

Example

Select “1 × Tuition (at $1,000.00 / month)”
Only rows with that item will remain visible

Optional: Get Total After Filtering

Look at the Amount column
Use a sum formula if needed (e.g., =SUM(E:E) )

Frequently Asked Questions

How do I run a report for a specific product I billed?

Download your payment history, then use the Quick Filter on the Description or Line Items column to filter by that product. You can then sum the Amount column to get the total.

How do I get a report for just one month or quarter?

Use Export Custom to set your own Start and End dates. Only payments in that range will be exported.

Can I filter payments by product inside Onespot?

Not yet. Filtering by product is done after exporting your payment history into Excel.

What's the difference between Export All and Export Custom?

Export All downloads your full payment history with no date limit. Export Custom downloads only the payments within a date range you select.