How To: Running the Sales by Payment Type Report (05-41-09)

Overview

This selection creates a report showing sales, by payment type, for specified date range. You can view the information on the screen or download the report to your computer.

Special Notes

  • You can sort a column by clicking on the Column Heading.
  • You can move a column by clicking on the Column Heading and dragging to the desired location.

Step-by-Step

Click image to enlarge.

  1. From the ‘Region’ drop-down menu, select a region for the report. Select ‘All’ to include data from all regions on the report.
    NOTE: If you set up branch groups in the Branch Grouping selection (05-90-02), they also appear in this list and can be used for the report.

  1. From the ‘Store’ drop-down menu, select a store for the report. Select ‘All’ to include data from all stores on the report.
    NOTE: If you have a region selected, only stores from that region will be available.

  1. In the ‘From’ and ‘To’ fields, enter a date range for the report or select it from the calendar.

  1. Specify whether the report should include ‘Written’ or ‘Delivered’ Sales.

  1. Click ‘Refresh.’
    • Any time you change the report criteria, you will need to click ‘Refresh’ to update the report results.

  1. The Payment Types and the corresponding totals for the entered criteria appear.
    NOTE: For ML payments, the date the payment was applied to the order displays in the ‘Date’ column instead of the ship date (if different).

  1. To view additional information for a payment type, click the plus (+) sign in the ‘Grp’ column.
    • To view additional information for all payment types, click the Expand All button at the bottom of the screen.
    • Use the minus sign (-) in the ‘Grp’ column or the Collapse All button to hide any expanded information.

  1. Click on a transaction in the ‘Ticket #’ column and the invoice opens in a new window. From this window, you can print a copy of the invoice to a laser printer or PDF file.

  1. Click Export to download the report to your computer (optional). Accept the pre-prompted save location, or enter a new one. Then click Ok.
    IMPORTANT: Since the exported file is tab delimited, save it with a ‘.txt’ extension.
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