How to Generate a Sales by Payment Type Report | Reports

A summary of the total collected and any associated fees from credit, debit and gift cards, etc. Reports include payments broken down by debit vs. credit, as well as by card brand - American Express, Visa, Mastercard, etc. with corresponding fees.

2

Click Reports Tab

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On the dashboard of your Retail Core management suite click the Reports tab.

3

Click Sales

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In the sub-menu click on Sales.

4

Click Payment Type

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In the sub-menu click on Payment Type.

5

Select Report Type

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Select the Report Type highlighted in RED on the visual.

 

You have the choice for your report Summary or Detailed Summary will give you an overview from your field selections and detailed will include more information like POS, Tender, Transaction numbers etc.

6

Select Store

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Click on Store as highlighted in RED to select Stores or for all stores to have included in the report.

7

Enter POS code

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Enter POS code to receive reports from a specific POS.

8

Set Dates Range

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Set start and end date range for the reports as highlighted in RED on the visual.

 

Tip: You can also click on the calendar icon highlighted in BLUE on the visual.

9

Select Transaction type

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Select Transaction type for the report.

10

Select Tender

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Select payment types you wish to be included in the report.

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Select Sub-Tender

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Select Sub-Tender you wish to be included in the report.

12

Click View Report

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Click View Report button.

13

Export Icon and options

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To export the report click on the export icon highlighted here in RED on the visual and choose from the dropdown menu to download the report in your preferred format.