POS Sales By Payments Type
The Sales By Payments Type report provides a breakdown of completed POS transactions grouped by payment method within the selected reporting period. This report helps administrators analyze payment distribution, track transaction volumes, monitor refunds, and evaluate revenue performance across different payment channels.
Date Range Filter
Allows users to select the reporting period for payment analysis.
Features
- Filter payment transactions by selected dates.
- Navigate between previous and next periods.
- Refresh report results dynamically.
- Support historical sales review.
Purpose
Used to analyze payment activity for a selected timeframe.
Employee Filter
Allows payment records to be filtered for a selected employee.
Features
- Search and select employee records.
- Display employee-related transaction data.
- Support performance analysis.
- Improve reporting precision.
Purpose
Used to review payment activity associated with specific employees.
Send Email
Sends the currently generated payment report to configured recipients.
Features
- Share report data electronically.
- Support internal reporting workflows.
- Enable scheduled communication.
- Improve report accessibility.
Purpose
Used to distribute payment reports through email.
Export
Downloads the currently displayed payment report.
Features
- Export filtered payment data.
- Generate downloadable reports.
- Support audits and reconciliation.
- Enable offline analysis.
Purpose
Creates an exportable version of the payment report.
Payment Summary
Displays transaction and revenue details grouped by payment type.
Payment Type
Displays the payment method used during transactions.
Examples:
- Card
- Online
- Cash
- Other configured payment methods
Total Transactions
Displays the number of completed transactions for each payment type.
Net Amount
Displays the successful transaction amount after calculations.
Refund Transactions
Displays the number of refunded transactions.
Refund Amount
Displays the total refunded value.
Total Amount
Displays the final amount generated for each payment type.
Features
- Compare transaction performance across payment methods.
- Monitor refund activity.
- Track payment distribution trends.
- Review revenue contribution by payment channel.
Payment Totals
Displays aggregated totals across all payment types.
Features
- Calculates combined transaction count.
- Calculates total revenue.
- Calculates total refund value.
- Updates automatically based on selected filters.
Purpose
Provides an overall financial summary of payment performance.
Best Practices
- Apply date filters before exporting reports.
- Monitor payment distribution regularly.
- Review refund activity periodically.
- Compare payment channel performance.
- Export reports for financial record keeping.