The Payments by Event by Day report summarizes payment activity by event and transaction date, including payment methods and taxes. Options are available to display individual tax amounts, separate taxable and non-taxable revenue, and group payments by origin and user.
Description
This report provides a daily breakdown of payments by event for a selected transaction date range. Payment information includes payment methods and associated taxes.
If your system is configured to use tax details in tax calculations, the report can display each defined tax in a separate column. You can also display taxable and non-taxable revenue subtotals.
Additional options allow you to group payments by their origin and the user who processed them, or display only the daily summary totals without the event-level breakdown.
Report Example
Available Filters
Use the following filters to select the transaction and event date ranges and customize how payment and tax information is displayed.
| Field Name | Available Values | Default |
|---|---|---|
| Transaction Start Date | Starting date for transactions included in the report | Not specified |
| Transaction End Date | Ending date for transactions included in the report | Not specified |
| 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 Details | Yes No |
Yes |
| Show Taxable/Non Taxable SubTotals | Yes No |
No |
| Group by Origin and User | Yes No |
No |
| Show Total By Day Section Only | Yes No |
No |
Filter Details
Show Tax Details: Displays each defined tax in its own column when your system is configured to use tax details in tax calculations.
Show Taxable/Non Taxable SubTotals: Separates revenue into taxable and non-taxable columns.
Group by Origin and User: Groups payments by their origin, either Customer or Admin. Payments originating from Admin are further grouped by the user who processed the payment.
Show Total By Day Section Only: Displays only the daily summary totals, without breaking payments down by event.
Tip: To review overall daily payment activity without individual event details, set Show Total By Day Section Only to Yes. For a more detailed tax breakdown, enable Show Tax Details and Show Taxable/Non Taxable SubTotals.
Sample Report
Open the Payments by Event by Day PDF to see an example of the finished report, including daily payment activity and tax information.