Sales by Payment Type
- Brian Au
I/ Overview
As a store manager, if you want to check which payment method is popular in your store during the checkout, or which payment the customer often uses to refund, this report is for you
To access the Sale by Time-frame report: Omni-channel Reports > Report Dashboard > All reports > Sales reports > Sales by Payment Type or Omni-channel Reports > Sales → Sales by Payment Type
The Sales by Payment Type Report page is displayed with the default view as below:
Report details
On the main page, you can select metrics of the orders you would like to see in the report, based on the information you would like to see, including:
Time range
You can set the time range in which you want to see all the orders (From a date To another specific one)
Data Used
Date used:
You can select either Order Created or Order Updated
By default, the setting would be Order Created
+ Order Created: Show report based on the date the order is created
+ Order Updated: Show report based on the date the order was last updated
Sales Channel
There are three options: All, Website, POS that you can select to show the report based on the selected channel. By default, the setting would be All
Location (This setting only shows when the Sales Channel is POS)
Include all the available locations where you use POS. You can select the location to show the data based on the selected location.
Report by
There are 2 options: Hour, Weekday that you can select to show the data based on hour or weekday.
Data detail
On this report, there will be 2 types of columns: columns that are shown by default and columns that are hidden by default when you access the report
Columns that are shown by default
Payment Type |
|
Total Paid |
|
% Total Paid |
|
Number of Selling Transactions |
|
Average Transaction Value |
|
Columns that are hidden by default
Refunded |
|
Number of Refunding Transactions |
|
Discount |
|
Tax |
|
Shipping (excl. Tax) |
|
Grand Total |
|
Subtotal |
|
II/ Filter Report Data
On this report, you can filter by the Payment Type (dropdown), Total Paid (from-to), Number of Selling Transactions (from-to), Average Transaction Value (from-to)
III/ Chart
In this chart, you can compare the data of each metric in the Report by selecting the value through the Select Metrics dropdown including (Total Paid, % Total Paid, Number of Selling Transactions, Average Transaction Value, Refunded, Number of Refunding Transactions, Discount, Tax, Shipping (excl. Tax), Grand Total, Subtotal).
For the metrics that display the contribution of the data over the total, they will be shown by the pie chart, and the rest is shown by bar chart.
