HOW TO: View Daily Payments Report
Use Poppy’s Daily Payments Report to review all of the payments made by your customers within a given time period.
There are 3 Filters that you can use to sort your Daily Payments data:
- Payment Date: The ‘PaymentDate’ filter provides the ability to review payments within a pre-set date range of your choosing, based on the span of time that you’ve selected.
- Store: If you have multiple bridal store locations in Poppy, use the ‘Store’ dropdown to choose a store location that you would like to run a Daily Payments report for.
- Tender Type: Allows you to filter payments made by your customers by payment type.
- Set your Filters:
- Use the Payment Date filter to review payments falling within the date range that you’ve defined.
- The Date range field will denote your payment start date and payment finish date. Once you set a date range, you will see all payments made by customers falling within this date range.
- Use the Relative by dropdown to select the span of time you would like to run a report for. Example: Days, Months, Quarters, Years.
The ‘Exclude last‘ field allows you to exclude the most recent span(s) of time from your search date range filter.
- View Your Data
Once you’ve created filters for your desired date ranges, Poppy Reports will automatically display all payments falling within the timeframe that you’ve specified.
- Download your Results:
To download your results, visit the 3 dots at the top right-hand corner of the ‘Daily Reports of Payments’ widget. Then, click ‘Download to CSV’ or ‘Download to Excel’.
