Filtering & Using the Payments Report

You can filter your Payments Report to get more specific information. 

1. Click Reports on the side menu.

2. Click Payments.

3. Click Filter.

4. A pop-up window will open where you can enter your filtering criteria:

• Branches: Select branches where you want to make your analysis.
• Payment Method: Select payment methods of interest to you.
• Order Tags: Select orders based on their tags.

5. Click Apply.

An updated list will show based on your entered criteria. To return to the original list, click the X mark in the Filter button.

You can also narrow your results down more by:

• Selecting to group results by clicking Group By on the top right corner.
• Determining the period of your report from the calendar in the top right corner. 

You can also check the results graphically when the Show Graph button appears on the right of the report. 

1. Click the Show Graph button.

2. Select the Metric of the graph. For example, Count.

You will get the following graph showing the count of times used by the two compared payment methods.