coreSTORE - Reports: Generating Payment Summary Report

Learn how to generate a Payment Summary Report in coreSTORE. This guide will help you compile comprehensive summaries of all payment transactions, providing valuable insights into your sales and financial performance.

1. Click on Reports
   

2. Click on Payments
   

3. Click on Summary Reports
   

4. Click on Report Options

coreSTORE offers comprehensive reporting options to cater to various business needs:

• Date Range: Select a range to view sales data within a specified period.
  
• Compare Date Range: Compare sales data between two different date range
  
• Employee: Filter payment reports by individual employees to track performance and transactions
  
• Sale Type: Analyze sales based on different types such as Sales, Return, or ALL
  
• Payment Type: Segment reports based on different payment methods such as cash, credit card, or any other payment types added to the system
  
• Export to Excel: Export detailed reports to Excel for further analysis.
  
• Generate PDF: Create PDF summaries of your reports for easy sharing and archiving. (Ensure that your pop-ups and redirects are set to your CS URL in the Chrome browser)
  
• Locations: Filter reports by specific store locations if you have multiple locations

5. Click on Submit
   

6. The Payment Summary Report will display the payment type, number of transactions, and total amount within the selected date range
   

Updated on: 06/26/2024