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Payment Type Breakdown Report

The Payment Type Breakdown Report provides a visual representation of total sales categorized by payment type over a selected date range.

📊 Report Components

1. Bar Graph

  • Displays the total value of sales for each payment type.
  • Useful for quick comparisons across different payment methods.

2. Pie Chart

  • Shows each payment type as a proportion of total sales value.
  • A legend (key) indicates the percentage of total sales that each payment method represents.

🔍 Interactive Features

  • Double-click any payment type in the bar or pie chart to drill down into a detailed list of transactions.
  • Details available:
    • Client’s name
    • Date and time of transaction
    • Amount spent

📁 Report Navigation

To access this report in Shortcuts Fusion:

graphql
CopyEdit
Tools > Reports > Transactions > Payment Type Breakdown

🧠 Why Use This Report?

  • Identify the most and least popular payment types.
  • Make informed decisions about which payment options to promote or phase out.
  • Monitor shifts in customer payment preferences over time.