The Sales by Payment Method report is a valuable tool in understanding the performance of your sales based on different payment methods. By examining metrics such as payment amount, gross payment, and refunded payment, you can gain insights into the financial aspects of your business and make informed decisions to optimize your sales strategy. This guide will walk you through accessing the report, exploring the interface, applying filters, interpreting the metrics, and utilizing the interactive actions available. Discover the power of the Sales by Payment Method report and unlock valuable insights into your business's payment performance.

Step 1: Accessing the Report

Log in to your Assisty account.
Navigate to the Report Library section.
Look for the "Sales Performance" category or use the search function to find the Sales by Payment Method report.
Click on the report to open it.

Step 2: Exploring the Report Interface

Once the report is opened, you will see a table displaying the sales performance metrics based on different payment methods.
Each row represents a specific payment method, and the columns show the following metrics: payment amount, gross payment, and refunded payment.

Step 3: Applying Filters

To narrow down the data displayed in the report, you can apply filters based on your specific criteria.
Date Range Filter: Specify a specific date range to focus on sales within that period.

Step 4: Interpreting the Metrics

Payment Amount: Total amount of payments received for each payment method.
Gross Payment: Total amount of payments received before any refunds or deductions.
Refunded Payment: Total amount of payments refunded for each payment method.

Step 5: Interactive Actions

Copy Value: Clicking on any data cell allows you to copy the value for further use.
Filter by Value: Clicking on a data cell enables you to filter the report based on that specific value.
Drill-Down: Click on the "Drill-Down" link in the payment amount column to break down the payment information by a different time period.
Day: Drill down to view the payment details by day.
Week: Drill down to view the payment details by week.
Month: Drill down to view the payment details by month.
Quarter: Drill down to view the payment details by quarter.



Utilize the Sales by Payment Method report to analyze the payment performance of your sales. The metrics provided, including payment amount, gross payment, and refunded payment, allow you to gain insights into the financial aspects of your business. Apply filters, leverage the interactive actions, and use the drill-down feature to further analyze the data and gain a deeper understanding of your payment trends over different time periods.

Updated on: 14/07/2023