The output of the report can very depending on the selected report filter options.
If required, this report can be created as a Saved Report and set up to send out periodically.
Information on report filter options
The table below summarises report filter options available for this report.
Select Sites |
Select which sites and/or site groups to include in the report. |
Date Range |
Select which date range to include sales for. |
View Type |
Select whether to view the report as:
|
Group By |
Select whether to group payments totals as one Consolidated output, or to group payment totals by Sales Date. |
Analysis Style |
Select the type of data required in level two of the report, from:
|
Tills |
Select which till(s) to report on. If left blank, all tills will be included. |
Media |
Select which payment media to include in the report. |
Show Detailed |
Select this if you wish to run the report in expanded format, displaying each transaction containing each payment method. If not selected, summary level data is shown, but you can expand into detail where required. |
Report Output [Analysis Style: Transaction]
Level 1 - Payment Totals
When report filter Analysis Style "Transaction" is selected, the first level of the report provides an overview of total payments received.
Additional information on this view
The table below summarises the data shown in each column of this report view.
Media Type |
Displays the media type name that the payment media is assigned to. |
Media |
Displays the payment media name. |
Entries |
Displays the number of times that the payment media has been used. (Note that this is not equivalent to a transaction count, as the payment method may be applied more than once per transaction.) |
Amount |
Displays the total amount of the payment method received. |
Average |
Displays the average payment amount per payment type. |
Level 2 - Transaction Listing
When report filter Analysis Style "Transaction" is selected, the second level of the report displays a list of transactions containing the payment method selected in Level 1.
Additional information on this view
The table below summarises the data shown in each column of this report view.
Transaction ID |
Displays the ID of the transaction. Select this to see more. |
Transaction Date |
Displays the time that the transaction was finalised. |
Site |
Displays the site where the transaction took place. |
Team Member |
Displays the team member that processed the transaction. |
Till |
Displays the till that the transaction took place on. |
Media Amount |
Displays the total amount of the selected media within the transaction. |
Total Payment |
Displays the total amount of all payment media within the transaction. |
Split |
Displays a tick if there are multiple types of media within the transaction. |
Report Output [Analysis Style: Team Member]
Level 1 - Payment Totals
When report filter Analysis Style "Team Member" is selected, the first level of the report provides an overview of total payments received.
Additional information on this view
The table below summarises the data shown in each column of this report view.
Media Type |
Displays the media type name that the payment media is assigned to. |
Media |
Displays the payment media name. |
Entries |
Displays the number of times that the payment media has been used. (Note that this is not equivalent to a transaction count, as the payment method may be applied more than once per transaction.) |
Amount |
Displays the total amount of the payment method received. |
Average |
Displays the average payment amount per payment type. |
Level 2 - Team Member Totals
When report filter Analysis Style "Team Member" is selected, the second level of the report displays the total amounts received per team member for the payment method selected in Level 1.
Additional information on this view
The table below summarises the data shown in each column of this report view.
Team Member Name |
Displays the name of the team member taking the selected payment. |
Media Type |
Displays the media type that the payment media is assigned to. |
Media |
Displays the payment media. |
Entries |
Displays the number of times that the payment media has been used by this team member. (Note that this is not equivalent to a transaction count, as the payment method may be applied more than once per transaction.) |
Amount |
Displays the amount of the payment method received by this team member. |
Average |
Displays the average amount of the payment method received per transaction entered by this team member. |
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