Payments
Analyse the Payments you have received, including detailed insights into Payment Type usage and E-Voucher engagement.
Payment Receipts By Payment Type Report
This report shows Payments segmented by Payment Type used.
Configuration
When generating a Payment Receipts by Payment Type Report, you will:
Metrics
The report generates the following key metrics:
Payment Type
The Payment Type used for each Payment, e.g. Credit Card, PayPal, E-Voucher.
Transaction Count
The total number of transactions processed for each Payment Type.
Amount Breakdown by Currency
The monetary value of the Payment detailed by the Currency used.
About the Payment Receipts By Payment Type Report
The Payment Receipts By Payment Type Report overviews the Payment Types most commonly used on your website and in-store.
This helps you to reflect on your payment processing options, potentially optimising your checkout experience and improving customer satisfaction.
Payment Receipts by Payment Type Breakdown Report
This generates a more detailed breakdown of Payment Receipts by including individual transactions, Customers and values.
Configuration
When generating a Payment Receipts by Payment Type Breakdown Report, you will:
Metrics
The report generates the following key metrics:
Date
The date on which the Payment was made.
Customer Number
Unique identifier assigned to each Customer.
Customer Name
The name of the Customer making the Payment.
Order Number
The identifier for the specific Order associated with the transaction.
Payment Type
The Payment Type used for each Payment, e.g. Credit Card, PayPal, E-Voucher.
Amount Breakdown by Currency
The monetary value of the Payment detailed by the Currency used.
Exchange Rate
The conversion rate applied for transactions in foreign currencies.
Converted Total
The total amount converted to GBP for consistency in reporting.
Delivery Method
The Delivery Method associated with the Order.
About the Payment Receipts by Payment Type Breakdown Report
The Payment Receipts By Payment Type Breakdown Report is valuable for businesses looking to gain a detailed understanding of payment transactions.
It helps identify customer purchasing patterns and payment preferences and can also aid in financial forecasting and reconciliation processes.
Payment Receipts by Payment Type by Day Report
A simple report that shows total daily Payments, grouped by Payment Type, across all Sales Channels.
Configuration
You only need to choose a Date Range to generate a Payment Receipts by Payment Type By Day Report.
Metrics
The report generates the following key metrics:
Date
The date on which the Payments were received.
Amount Breakdown by Currency
The total Payments received for each Payment Type, detailed by Currency.
About the Payment Receipts by Payment Type by Day Report
The Payment Receipts by Payment Type By Day Report provides a clear day-by-day overview of payment transactions, helping you identify revenue trends over time.
Grouping payments by Payment type allows for easy identification of popular payment options, which can inform future payment strategies and customer experience improvements.
E-Voucher Report
Breakdown of E-Voucher usage over time.
Configuration
When generating an E-Voucher Report, you can:
Metrics
To identify how the E-Voucher was used, the report provides the following metrics:
Transaction
Details of the transaction associated with the E-Voucher.
Sale Summary
Overview including Currency and Sold Value.
Online/In-Store
Indicates whether the transaction occurred online or in-store.
Location
The specific store location where the E-Voucher was utilised.
To identify the exact E-Voucher used against the transaction, the report provides the following metrics:
Code
The unique identifier for each E-Voucher.
Provider
The E-Voucher strategy used.
Purchase Date
The date when the E-Voucher was purchased.
Expiry Date
The date on which the E-Voucher expires.
Purchaser
The individual or entity that bought the E-Voucher.
Recipient
The individual who receives the E-Voucher.
Currency
The currency in which the E-Voucher was sold.
Initial Value
The original value of the E-Voucher at the time of purchase.
About the E-Voucher Report
The E-Voucher Report provides a holistic view of voucher performance.
The report is used regularly by retailers using E-Vouchers as part of their promotional strategy, as it provides a clear insight into their usage across the specified date range.
Unredeemed E-Vouchers
This simple report shows E-Vouchers that have not yet been used, purchased within a specified Date Range.
Configuration
You only need to choose a Date Range to generate an Unredeemed E-Vouchers Report.
Metrics
The report provides the following information:
Purchased (Date)
The date when the E-Voucher was bought.
Expiry
The expiry date of the E-Voucher.
Number
The unique identifier for each E-Voucher.
Source Transaction
The transaction associated with the purchase of the E-Voucher.
Delivery Email
The email address to which the E-Voucher was sent.
Customer
The name of the customer who purchased the E-Voucher.
E-Voucher Value
The monetary value of the E-Voucher.
About the Unredeemed E-Vouchers Report
The Unredeemed E-Vouchers Report is a simple tool for quickly identifying which E-Vouchers are still active and usable.
You can use this report to remind customers to use their voucher(s) before expiry.
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