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Payment Method Report by Register
  • dapr
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    Payment Method Report by Register

    by dapr » Tue May 17, 2016 8:46 pm

    Is there a way to pull a Payment Method Report that splits out the payment methods for each register for a particular day?

    It would look something like this:
    Reg 1 Reg 2 Reg 3 Total
    Cash (Amt) (Amt) (Amt) (Total Cash)
    Credit (Amt) (Amt) (Amt) (Total Amt Credit Cards)
    Check (Amt) (Amt) (Amt) (Total Amt in chks)
    Total (total) (total) (total) (grand total)

    I know that this information appears on a closing report for a register, but I am looking for a report that is independent of closing a register. Simply, for a particular day, the payment methods split out by register.

    Thanks.
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    Re: Payment Method Report by Register

    by RetailEdge Moderator » Fri May 20, 2016 9:22 am

    The payment methods report will give you this but not for each register. You can drill down on a particular Register by using the filters.

    We occasionally get requests like this for a newly formatted report, but what helps is if you also specify why this report would be helpful to you. In this way we can better determine how it might apply to more of our customers. The more customers it helps, the faster it gets implemented.

    One other thing, doing reports in cross tab fashion like this are usually moved into exports. When creating a report with potentially unlimited Registers presents a formatting issue. We have customers that have 25 plus registers, and so this would not fit on a regular sheet of paper. So we will usually do it as an export. That way you can export it to Excel and format it to your hearts content.

    I hope this helps.
    dapr wrote:Is there a way to pull a Payment Method Report that splits out the payment methods for each register for a particular day?

    It would look something like this:
    Reg 1 Reg 2 Reg 3 Total
    Cash (Amt) (Amt) (Amt) (Total Cash)
    Credit (Amt) (Amt) (Amt) (Total Amt Credit Cards)
    Check (Amt) (Amt) (Amt) (Total Amt in chks)
    Total (total) (total) (total) (grand total)

    I know that this information appears on a closing report for a register, but I am looking for a report that is independent of closing a register. Simply, for a particular day, the payment methods split out by register.

    Thanks.
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