Payment reports break down transactions by payment method, status, and time period. Use them to reconcile cash, verify card deposits, and track failed payments.

Generating a Payment Report

1. Go to Reports → Payments
   Navigate to the Payment Reports section.
2. Set Date Range
   Choose the period to analyze.
3. Filter by Method (Optional)
   View all methods or filter to just Card, Cash, or Check.
4. View Results
   See totals per method, successful vs. failed, and individual transactions.

Report Sections

Section	What It Shows
Summary	Total payments, count, average transaction
By method	Card, cash, check totals with percentages
Failed payments	Declined cards, insufficient funds, errors
Transaction list	Every individual payment with details

Quick Reference

Action	How
Payment report	Reports → Payments → set dates
View failed payments	Filter by Status = "Failed"
Export	Export → CSV or PDF