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It includes a visual bar graph and tabulated data that allows for tracking and comparing takings over different time intervals (daily, weekly, monthly, etc.). This report is essential for monitoring income trends and understanding payment method distributions.
Key Features
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Graphical Representation: Displays a bar graph of revenue over the selected date range.
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Detailed Breakdown: Lists takings by payment type.
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Customizable Intervals: Adjust the report frequency from daily to broader intervals such as monthly or quarterly.
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Comparison Tool: Helps track and compare takings for specific payment methods.
Report Components
Date
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Indicates the start date for the figures displayed in the report.
Payment Types Breakdown
The report categorizes revenue into the following payment types:
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Cash: Displays total cash takings.
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Cheque: Displays revenue collected through cheques.
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Credit: Shows total credit card transactions.
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EFTPOS (Debit): Displays debit card takings.
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Other: Includes transactions from alternative payment methods such as gift cards and client accounts.
Totals
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The final row of the report consolidates the total takings for each payment method over the given period.
How to Access the Report
To generate the Takings Breakdown Report, follow these steps:
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Navigate to Tools > Reports > Business > Takings Breakdown.
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Select the desired date range.
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Adjust the reporting frequency as needed.
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View or export the data for further analysis.
