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Payment Reports: Media Totals

Dan Belfield
  • Updated

The Media Totals report furnishes essential details on payments received at each site. This concise and informative report serves as a valuable resource for understanding the overall financial activity and payment distribution across different locations within your organisation.

For companies with multiple sites, the information provided is split by site if multiple sites are selected.

If required, this report can be created as a Saved Report and set up to send out periodically. 

 

Report Filters

Access the Media Totals report via: Reports & Analysis > Payments > Media Totals.

Select the required report parameter options from:

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:

  • Consolidated: To combine multiple sites into one consolidated output.
  • Split By Site: To produce a separate output per site, if multiple sites are selected.
  • Split By Location & Site: To produce a separate output per location, per site, if multiple sites/locations are selected. 
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: 

  • None: There is no data required in level two. 
  • Transaction: Level two displays transactions that make up the payment total shown against the row in level one. 
  • Team Member: Level two displays team member payment totals that make up the payment total shown against the row in level one. 
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

The Media Totals report has two levels: 

 

Level 1 - Payment Totals

The first level of the Media Totals report is split into sections based on the View Type and Group By filters selected, displaying:

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 - Payment Detail

The second level of the Media Totals report depends on the Analysis Style filter selected:

 

Analysis Style: Transaction

When Analysis Style Transaction is selected, the second level of the Media Totals report displays a list of transactions containing the payment method selected in level one, displaying: 

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.

 

Analysis Style: Team Member

When Analysis Style Team Member is selected, the second level of the Media Totals report displays the total amounts received per team member for the payment method selected in level one, displaying: 

  • 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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