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Credit Card Report

Generate Report - Credit Card Report

The Credit Card Report provides a detailed overview of all credit card transactions made within a specified time period. This report is essential for tracking and managing sales completed via credit card payment methods.

This guide will walk you through the purpose, fields, and steps to generate the report.

1. Access the Report Section

  • Navigate to the Reports section of your dashboard.
  • Select Generate Report from the list of available reports.

2. Define the Report Parameters

  • Category: Ensure that Sales is selected as the category.
  • Report: Choose Credit Card Report from the report options.
  • Report Description: This report provides an overview of credit card sales made.

3. Set Date and Time Range

  • In the Start Date and End Date fields, specify the date range for the report.
  • Optionally, set specific times using the Start Time and End Time fields.
  • You may also use present options such as Today, Yesterday, This Week, Last Week, This Month, Last Month,
    This Year, or Last Year for convenience.
  • For a complete dataset, click All.

4. Generate the Report

  • After completing all selections, click the Submit button.
  • The system will process your request and display the report data based on your selected criteria.

5. Export or Print the Report

  • Adjust visible columns if needed by clicking the Columns button. Customize the displayed columns to focus on specific metrics. Available column options include:
  • Date
  • Customer ID
  • Sale ID
  • Paid By
  • Amount
  • Day wise Total

  • Running Total

  • Export: Download the report in Excel format.

  • Print: Print the report directly from the system.