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How do I use the Payment Transactions by Payment Type report?

Become an expert on the Payment Transactions by Payment Type report!

Written by Helen Kang
Updated over 10 months ago

The Payment Transactions by Payment Type report surfaces a summary of a payment type's sum across all locations/for the filtered locations. This report is in UTC (Coordinated Universal Time).

This report is useful for:

  • Viewing the number of transactions by payment type.

  • Viewing which payment type is most popular for each location and across all locations.


Pulling up the Report

  1. Navigate to Reports from the left panel > Finance > Payment Transactions by Location > View.

  2. Specify the time frame from the date picker.

  3. Apply any additional filters.


Understanding the Report

The Payment Transactions by Payment Type report includes:

  1. Payment Type:

    1. Credit card

      • American Express

      • Visa

      • Discover

      • Mastercard

    2. Account Balance

      • Account Balance - Cash: Account balance with deferred revenue assigned

      • Account Balance - Complimentary: Account balance given complimentary by the studio

      • Account Balance - Migration: Account balance migrated to a customer's account upon platform migration

    3. Cash

    4. No Charge

  2. Transactions: Total number of transactions within the filtered date range.

  3. Collected

  4. Refunded

  5. Currency

  6. Total: Collected amount minus the refunded amount.

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