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Using the payments report

The payments report provides data on all payment types in your Retail POS store over a selected period, along with the total amount of payments taken for each over the specified period. This can be used for reconciliation and performance tracking purposes.

Admins have unrestricted access to these reports and can control access for other roles. Manager access is disabled by default but can be granted by Admins. Cashiers, however, are not permitted to view these reports.

All payments include tax.

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Lightspeed Payments

Merchants using Lightspeed Payments have access to exclusive functionality that enables you to reconcile the amount paid out quickly and accurately using the payments report.

By default, Lightspeed Payment values are displayed as totals including the processing fees. You can click the split icon next to the Lightspeed Payments payment type to break this down further into Net amount, Processing fees, and Total amounts.

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Date range

You can set the date range for this report. When you select the Date range drop-down, you will have the option to review sales performance in a specific period (Specify period) or between specific dates (Specify dates).

Specify period

There are two parameters to set when using the Specify period option:

1. First, set the period to compare when running a report. The following period options are available: Year, Quarter, Month, Week, Day, or Hour.

2. Once you have selected the period to compare, you can select a time range. The following options are available:

  • [comparison period] to date: e.g. year to date, or today's sales.
  • Previous [comparison period]: e.g. last year, or yesterday.
  • Last x [comparison period]: e.g. last two years, last ten days, last three weeks.
  • x [comparison period], from xx/xx/xxxx: e.g. 6 months, starting January 1, 2014.

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This will generate a report for the comparison periods you have selected.

Specify dates

If you would like to filter your reports between two fixed dates, click Specify dates. Next, select the From and To dates, and click Apply. This will generate a report for your custom date range.

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Comparison

The comparison feature is only available with Advanced reporting. To learn more about what plans include Advanced reporting, or how to add it to your existing plan, visit our plans and pricing guide.

You can use the comparison feature to compare selected date(s) to the same time period in the previous year. This can help you identify seasonal changes in your business. 

After setting your date range, select the Comparison option. You can choose from:

  • No comparison: set by default, no comparison is made
  • Same dates in previous year: the dates that will be compared will be displayed
  • Same period in previous year: matched by weekdays

Click Apply to compare dates in your report.

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Filtering

Filters help you narrow results in your Payments report. Click More filters to filter by the available attributes, and then select either the Include or Exclude filter types:

  • Payment type
  • Outlet
  • Register
  • Other keyword

Type in a payment type or an outlet name, for example, to see only these results. These filters can be stacked to narrow down the report range.

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Format results

For a more specific date and time filter, dates can be grouped by clicking Format results. Select to group dates by week, weekday, or hour, under Arrange columns.

The purpose of this filter is to add additional options for grouping the results in the selected report by week, day of the week, or hour of the day. This option also gives a better overview of certain patterns or trends that you may have observed over specified dates, which will help when making comparisons. 

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Export report

To export your Payments report data, click Export report.

You can then choose to download the report as an XLSX or CSV file that can be opened in a spreadsheet application such as Excel or OpenOffice.

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Save report

Admin and manager user roles can save customized reports to be used in future. For more information, refer to Saving customized reports.
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Saving a customized report is only available to merchants on advanced or enterprise plans, or those that have purchased the advanced reporting module.

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