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# 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
![Step 1 screenshot](https://coreware-screenshots.s3.amazonaws.com/coreSTORE_-_Reports_Generating_Payment_Summary_Report_1.png)


2. Click on  Payments
![Step 2 screenshot](https://coreware-screenshots.s3.amazonaws.com/coreSTORE_-_Reports_Generating_Payment_Summary_Report_2.png)


3. Click on  Summary Reports
![Step 3 screenshot](https://coreware-screenshots.s3.amazonaws.com/coreSTORE_-_Reports_Generating_Payment_Summary_Report_3.png)


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

![Step 4 screenshot](https://coreware-screenshots.s3.amazonaws.com/coreSTORE_-_Reports_Generating_Payment_Summary_Report_4.png)


5. Click on Submit
![Step 5 screenshot](https://coreware-screenshots.s3.amazonaws.com/coreSTORE_-_Reports_Generating_Payment_Summary_Report_5.png)


6. The Payment Summary Report will display the payment type, number of transactions, and total amount within the selected date range
![Step 6 screenshot](https://coreware-screenshots.s3.amazonaws.com/coreSTORE_-_Reports_Generating_Payment_Summary_Report_6.png)