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.
Click on Reports
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Click on Payments
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Click on Summary Reports
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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
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Click on Submit
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The Payment Summary Report will display the payment type, number of transactions, and total amount within the selected date range
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Click on Reports
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Click on Payments
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Click on Summary Reports
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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
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Click on Submit
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The Payment Summary Report will display the payment type, number of transactions, and total amount within the selected date range
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Updated on: 06/26/2024
Thank you!