The Payments by Event and Revenue Type report summarizes payment transactions at different levels of detail. It can be used to review payments by event and revenue type and to provide high-level transaction totals for posting to an accounting system.
Description
The Payments by Event and Revenue Type report provides a summary of payment transactions, with options to control the amount of detail displayed.
The report can be used to review payment activity and generate high-level transaction totals for posting to an accounting system. You can filter transactions by date, customer type, payment method, and event dates.
Additional options allow you to display tax and gratuity amounts, include individual order details, subtotal transactions by day, and show each payment method separately.
Report Example
Available Filters
Use the following filters to select the transactions included in the report and control how payment and revenue information is summarized.
| Field Name | Available Values | Default |
|---|---|---|
| Transaction Start Date | Starting date to include transactions | Yesterday |
| Transaction End Date | Ending date to include transactions | Yesterday |
| Starting Event Start Date | Any date | Beginning of time |
| Ending Event Start Date | Any date | End of time |
| Starting Event End Date | Any date | Beginning of time |
| Ending Event End Date | Any date | End of time |
| Show Tax and Gratuity | No Tax Tax and Gratuity |
Yes |
| Show Order Detail | No Yes |
No |
| Subtotal By Day | No Yes |
No |
| Show Each Payment Method | Yes No |
Yes |
| Customer Type(s) | All Customer Types | All Customer Types |
| Payment Method(s) | All payment methods defined in your system | All |
| View | None Revenue and Payment Type Tax and Revenue Details |
None |
Filter Details
Transaction Start Date and Transaction End Date: Define the date range of payment transactions included in the report. Both dates default to yesterday.
Starting Event Start Date and Ending Event Start Date: Allow you to limit transactions based on event start dates. By default, the full date range is included.
Starting Event End Date and Ending Event End Date: Allow you to limit transactions based on event end dates. By default, the full date range is included.
Show Tax and Gratuity: Controls whether payment totals are broken out to show tax and gratuity amounts separately. Available options are No, Tax, and Tax and Gratuity.
Show Order Detail: Determines whether individual order details are included in the report. No is selected by default.
Subtotal By Day: Determines whether payment transactions are subtotaled by day. No is selected by default.
Show Each Payment Method: Controls whether individual payment methods are displayed separately. Yes is selected by default.
Customer Type(s): Allows you to limit the report to selected customer types. All customer types are included by default.
Payment Method(s): Allows you to filter transactions by the payment methods defined in your system. All payment methods are included by default.
View: Controls the level or type of additional information displayed. Available options are None, Revenue and Payment Type, and Tax and Revenue Details. None is selected by default.
Tip: For a high-level accounting summary, leave Show Order Detail set to No. Enable Subtotal By Day when you need daily transaction totals, or use Tax and Revenue Details under View for a more detailed breakdown.
Sample Report
Open the Payments by Event and Revenue Type sample report to see an example of payment transactions summarized for reporting and accounting purposes.