[Coming Soon] Daily Payment Methods Report | POS Admin

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In the SHOPLINE Admin, you can export a variety of retail store reports, including order details, transaction lists, transaction details, and more. You can use the reports to review the store's operation, sales, and order status and strategize store operations.

This article will explain how to use the Daily Payment Methods Report and describe the report fields.

*Note: You can view Daily Payment Methods Report online or export the report to view it offline.

 

1. Retail store report access rights

Staff members have to be granted access to the retail store report in order to view and export the report.

Step 1

In the SHOPLINE Admin, go to [Settings] > [Permission & Security] and click the Edit button for the staff you want to grant access to.

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Step 2

Go to [Admin Access Rights] > [Report & Analytics] and check the "Retail Store Report" option. Then, click the Update button at the bottom of the page. The staff now has access to Daily Payment Methods Report.

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2. View the Daily Payment Methods Report

Step 1. Proceed to the report

In the SHOPLINE Admin, go to [Report & Analytics] > [Report Export] and click Daily Payment Methods Report under the Online Report section.

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Step 2. Set up the date

Click on the date bar to set the date period. You can view data within 1 year and select up to 100 days date period.

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Step 3. Select retail stores

Click on the All stores drop-down menu to select the retail store. 6.png

Step 4. View the total net amount

You can view the total net amount for the selected time period in the "Total net amount for the period" section. *Note: The data for "Total net amount for the period" is updated in real-time.

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Report fields

  • Total net amount: Total net amount = total paid - total refunded
    • Total paid: The total amount of orders with "Paid" status
    • Total refunded: The total amount of orders with "Refunded" status
  • Deleted method(s): If there are any deleted payment methods, their net amount will be added up and displayed in this field.
  • Payment methods with 0 total net amount are not shown on the report.

*Note: For details and calculation methods of each field, please refer to Sales: Payments | Shoplytics.

 

Step 5. Daily payment methods details

Payment details such as the date and total net amount are recorded in the report under "Total net amount for the period." The payment methods are sorted according to the order set up in the Admin. *Note: The data for daily payment methods are updated hourly.

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Report details

  • When scrolling the report to the right, the position for the "Date" and "Total net amount" fields are locked for better readability.Monosnap_screencast_2023-01-12_17-12-14.gif
  • Deleted methods will be shown individually as "<Payment method> (Deleted)." It is not added up like the deleted method(s) in the total net amount for the period. 
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  • If the payment method for the selected period is 0, it will not be displayed in the report.
  • The report does not include Smart OMO data.

 

Step 6: Export report

Besides viewing the report online, you can also export and download the report. Click the top right Export button to send the report to your mailbox.

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Or you can also download the report at the SHOPLINE Admin > [Report & Analytics] > [Bulk Action Process].

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You can view the retail store report for the selected time period, and the total amount of each field at the bottom of the report.

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3. Daily payment methods report calculation

The following will describe the calculation for different scenarios.

Scenario 1:

The merchant has 4 payment methods (A, B, C, D) with payment D as the deleted method. For the time period of 25 November 2022 - 27 November 2022, there are only 3 types of payment methods (A, B, D).

  1. 25 November Order A of $100 (payment method A)
  2. 26 November Order B of $100 (payment method B)
  3. 27 November Order D of $100 (payment method D)
  4. 28 November delete payment method D

The daily payment methods and total net amount for the period of 25 November - 27 November will be as follow.

Total net amount for the period:

  • Payment method A: $100
  • Payment method B: $100
  • Deleted payment method: $100

*Note: The total net amount for payment method C is 0; therefore, it is not shown on the report.

Daily payment methods details:

 

Payment Method A 

Payment Method B

Payment Method D (Deleted) 

2022-11-27 

0

0

100

2022-11-26

0

100

0

2022-11-25

100

0

0

*Note: Since the total net amount for payment method C for the period of 25 November to 27 November is 0, the daily payment methods for payment method C are not shown in the report.

 

Scenario 2:

The merchant has 4 payment methods (A, B, C, D) with payment D as the deleted method. For the time period of 25 November 2022 - 27 November 2022, there are only 3 types of payment methods (A, B, C).

  1. 25 November Order A of $100 (payment method A)
  2. 26 November Refund Order A of $100 (payment method A)
  3. 26 November Order B of $100 (payment method B)
  4. 27 November Order C of $100 (payment method C)

The daily payment methods and total net amount for the period of 25 November - 27 November will be as follow.

Total net amount for the period:

  • Payment method B $100
  • Payment method C $100

*Note: The amount of payment method A is 0; therefore, it is not shown on the report.

Daily payment methods details:

 

Payment Method A

Payment Method B

Payment Method C

2022-11-27 

0

0

100

2022-11-26

-100

100

0

2022-11-25

100

0

0

*Note: The total net amount for payment method A in these 3 days is not zero; therefore, it is shown on the report.

 

Scenario 3

The merchant has 4 payment methods (A, B, C, D) with payment D as the deleted method. For the time period of 25 November 2022 - 27 November 2022, there are only 3 types of payment methods (A, B, C).

  1. 25 November Order A of $100 (payment method A)
  2. 25 November Refund Order A of $100 (payment method A)
  3. 26 November Order B of $100 (payment method B)
  4. 27 November Order C of $100 (payment method C)

The daily payment methods and total net amount for the period of 25 November - 27 November will be as follow.

Total net amount for the period:

  • Payment method B $100 
  • Payment method C $100

*Note: The total net amount for payment A is 0; therefore, it is not shown in the report.

Daily payment methods details:

 

Payment Method B

Payment Method C

2022-11-27 

0

100

2022-11-26

100

0

2022-11-25

0

0

*Note: As payment method A is deleted on the same day, the total net amount for payment method A in these 3 days is 0; therefore, it is not shown in the report.

 

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