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Income Allocation Report-- how to arrange by date of payment

  • August 25, 2026
  • 1 reply
  • 13 views
T

I am trying to run a Income Allocation - Details report for a month period. When I run it, it organizes it in order of the client’s name. I prefer payment date, so I can more easily track with the bank. When I click the “Payment Date” heading it gives me nothing, it is read only. There has to be a way to do this, google didn’t give me anything, thanks. I have Prosper.

    1 reply

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    Smokeball Team
    • Chad HolawaySmokeball Team
    • Smokeball Team
    • August 26, 2026

    Hi ​@Tigerbird1,  

    Thanks for flagging this and that's expected. Income Allocation - Details is structured around a fixed groupings, so the Payment Date column is read-only rather than sortable.

    For reconciling against your bank statement, I'd recommend the Money Received report instead. It can be sorted by payment date across the whole report, which should match what you're trying to do much more closely.

    The other option is to export the Income Allocation - Details to Excel and you can sort there.

    Give those a try and let us know if it works for you.

    Best,

    Chad Holaway

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