Reports section is a consolidated view sent to the Merchant Manager on file on the first of every month. It is also available to download as an excel.
- Filters & Sorting Options:
- Filter by daily or monthly date range
- Filter by store ID (If you have multiple, they will appear in the dropdown menu)
- Filter and/or sort by specific Payment Methods
- Alipay & WeChat Pay
- China Union Pay
- Credit Card
- PayPal & Venmo
- Southeast Asian Wallets
- Download Reports Include:
- Date Range
- SID (Store ID)
- Payment Method. Note that not all payment methods can be downloaded into these reports
- Refunds
- Total Gross
- Detail
- Details:
- The Details view captures the Daily Report Detail Daily and monthly transactions details including:
- Merchant ID
- Store ID
- Date/Month
- Payments
- Count – total # of transactions
- Sales Account
- Tip
- Tax
- Surcharge (Convenience Fee)
- Gross
- Refunds
- Count
- Gross
- Total Gross
