How to Identify All Candidates Who Purchased a Testing Session

Table of Contents

Accessing the Payment Log Report
YouTestMe and Stripe Integration via Payment Intent ID
Send Payment Log Reports with Only New Records Included

This article explains how to quickly check the list of all candidates who have purchased or canceled a particular testing session. In the Payment log report all necessary information is included.

Accessing the Payment Log Report #

To access the desired report:

Click the Reporting tab in the main menu
Select Predefined reports.
On the Predefined reports categories page, click on User reports.
When the User reports page appears, navigate to the Payment log report, and click it.

When the Payment log report opens, the following information about each candidate who purchased the testing session will be available:

Action – Option to download the payment receipt.
Payment ID – Unique identifier for the payment transaction.
Payment Intent ID – Used to track the payment process in Stripe.
Order Status – Current status of the order (e.g., pending, completed).
Date – The date when the transaction occurred.
Username – The username of the person who made the payment.
Email – The email address associated with the user.
Product Name – The name of the product or service purchased.
Amount
Product Price – The base price of the product before taxes.
Tax Percentage – The percentage of tax applied to the transaction.
Total Amount – The total amount paid, including product price and tax.
Test Name – The name of the test or exam linked to the transaction.

YouTestMe and Stripe Integration via Payment Intent ID #

When you enter the transaction details, in the top right corner you will see the Payment Intent ID you can copy.

Now, navigate to the application and locate the desired transaction by pasting the copied ID from Stripe into the Payment Intent ID search field in the Payment log.

In this way, you can check all transactions.

Send Payment Log Reports with Only New Records Included #

You can schedule a payment log report by following these steps, ensuring you receive daily updates with only new completed payments.

From the main menu, click on the Reporting section to access the reporting options.
Within the Reporting section, select Scheduled reports from the menu to view and manage your scheduled reports.
Click on the Create new button at the top right of the scheduled reports list.
If you only want to send changed data, enable the checkbox labeled Send only changed data.
Choose the desired Start time for the report.
In the Interval section, specify how often you want the report to be generated by setting the number of days and/or hours.
In the Email subject field, enter the title of the report, for example, “Daily Payment Log – New Payments.”
Enter the details or message to be included in the email under Email message, such as “This log includes only newly completed payments and is sent daily.”Under Subscribers, add the email addresses of the users who should receive this report.
At the bottom, set conditions for the report by selecting criteria. In this case, in the dropdown list, select Order status, choose equal, and enter COM to filter the completed payments only.

By sending only new completed payments daily, this approach ensures up-to-date financial records, reduces data clutter, and simplifies tracking for administrators.

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