The Sales Payment Analysis Report displays all the Payment Types associated with each Payment Group. This report displays a clear distinction between Payment Types so a User can see how payments are most often made.
Navigation
The My Reports search bar can be used to search R365's entire catalog of reports.
- Navigate to My Reports.
- Enter all or part of the report name in the search bar.
- The Results tab will open with the list of search results.
- From beneath the report name, click Run to run the report with the selected report view.
-OR-
Click Customize to adjust the report parameters and run the report.
Report Parameters
Button/Field | Description |
|---|---|
Filter By | Filter options for the report:
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Filter | A list of filter options, determined by the 'Filter By' category selected (#1). |
Start Date | First date for which to pull data for the report. The 'Start' and 'End' parameters create the date range for the data generated. The report then displays data for all dates within the date range, including the start and end dates. |
End Date | Last date for which to pull data for the report. The 'Start' and 'End' parameters create the date range for the data generated. The report then displays data for all dates within the date range, including the start and end dates. |
Payment Group | Select the payment categories to display on the report. |
Payment Type | Select the payment types to display on the report. |
Report Views | This section provides options to select, save, edit, or delete a report view. |
Report Columns
Button/Field | Description | |
|---|---|---|
Payment Group | Groups by which payment types are organized (cash, credit, comp, etc.). | |
Payment Type | Name given to payments and discounts in your POS system that was imported into Restaurant365. | |
Location | QTY | Number of times the payment type was used. This column is grouped by location. The value here can also be drilled down on. Read below to learn about drilling down on the Sales Payment Analysis. |
Total | Total amount of sales made using each payment type. This column is grouped by location. | |
Drill Down on Location QTY
Non-zero values in the QTY columns can be drilled down on to view server and check number details. These values will be hyperlinked.
To drill down, click a hyperlinked value from the QTY list.
This will open the Sales Payment Analysis Details, which lists the QTY and Total values by server.
To view the sales ticket numbers, users can expand a server’s entry. This will expand the list to show the sales ticket numbers associated with the server.
Email, Export, or Print the Report
This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Click here to learn how to send, export, or print this report.
