Card Payment Summary

Payments report that shows card payment details.

Description

The Card Payment Summary report consists of a pie chart, a KPI tile, and a table that show payment transaction statuses and totals. It shows the number of card payments and amounts with selectable breakdowns by location, business date, and payment status.

Permissions: Sales and Operations and Payment Processing.

Specialized parameters: Click Edit Parameters and then use the Advanced option for Other. You can use the Group by field to change how the report groups data on the page. You can group data by:
  • Location, Business Date, and Payment Status

  • Business Date, Location, and Payment Status

  • Payment Status, Location, and Business Date

Data Retention: Follows data retention. See Data Retention Limits for more details.

Payment Transactions by Payment Status

Visualization: Pie chart.

Permission: Sales and Operations and Payment Processing.

Table 9-3 Payment Transactions by Payment Status

Metric Data Format Description

Status

Integer

Status of the payment transaction.

Payment Transaction Totals

Visualization: Multi-KPI tile.

Permission: Sales and Operations and Payment Processing.

Table 9-4 Payment Transaction Totals

Metric Data Format Description

Amount

Currency

Total monetary amount of transactions.

Count

Integer

Total quantity of transactions.

Payment Transactions by Location, Business Date, and Payment Status

Alternative title: Payment Transactions by Business Date, Location, and Payment Status and Payment Transactions by Payment Status, Location, and Business Date.

Visualization: Table.

Permission: Sales and Operations and Payment Processing.

Table 9-5 Payment Transactions by Location, Business Date, and Payment Status

Metric Data Format Description

Name

String

Name of the location, business date, and payment status.

Payment status drills down to Payment Transaction Detail.

Payment Transaction Count

Integer

Total number of transactions.

Payment Amount

Currency

Total monetary amount of transactions.