Point of Sale Solution Back Office Payment Types Report

The Payment Types report provides a high-level summary of transactions by payment type for a specified time period. Select a default date range, or search using a custom date range with no maximum time span. Transactions can also be searched for a specific employee or register. Reports can be downloaded and saved in Excel format.

1. In the Point of Sale Solution Back Office, select Location Reports > Financial > Payment Types.
2. Select a preset date range from the dropdown list or select Custom Range to specify exact dates and times. Click Apply.
   
   
   
3. If you need a summary of information for a single employee, begin typing the employee name in the Select employee field and select the name from the dropdown list. If you need a summary of information for a single register, select the register from the Register dropdown list. Otherwise, information for all employees and all registers within the specified date range will display.
   

   NOTE: After selecting a specific register, a Clear register option appears. Use this option to clear the selection in the Register field, if needed.

   
   
4. Click Run report.
   
   
5. Click Download to download the report in Excel format.
   
   

The report will provide a high-level summary of your transactions by payment method, with net totals for each.