Avero's Group Payment Types Report
Available in: Essentials and Professional subscriptions
Keeping an eye on payments received can be invaluable in managing your enterprise.
Should you offer incentives to American Express holders? Before you do, you'll probably want to see how many of your guests use that credit card type before you make that decision. You can also compare your businesses to one another to get a picture into the demographic served by each location.
In this article, the following topics will be discussed:
Running a Group Payment Types Report
Group Payment Types is located under the Sales heading in Avero. This report will default to include all businesses and payment types. We will show you the full amount received unless you make filter choices.
Using the Report Generator
Like every Avero report, the Group Payment Types Report has a unique Report Generator to help you filter your results. Once you have made your selections, hit the Go button.
For instructions on how to utilize the Report Generator, reference this article.
Using Attributes and Tags
Attributes and Tags are fully customizable and will help you organize all of the businesses within your enterprise, into distinct groups based on similar characteristics.
Example: if a "Region" attribute is selected, then the next step would be to select the specific region you want to analyze. Once selected, the businesses with that pertain to that specific region will group together. Tags will then extract businesses from that grouping.
To learn more about attributes and tags, reference this article.
This is the meat of your report. Each report within Avero has a defined number of metrics that can be included in one report. We have defined all of the metric options on the Metrics page.
Viewing a Group Payment Types Report
The Group Payment Types visualization is displayed as a bar graph. When viewing the bar graph, keep the following in mind:
- You'll see your businesses with a different color bar for each meal period.
- Omit a payment type from the visual by clicking on the colored bubbles next to the payment type names.
- Use the Speedometer icon to pin this visual to your Dashboard.
The Group Payment Types report will also display in a table format. When viewing the table, keep the following in mind:
- Each business selected till display as a row.
- The payment types will be listed across the top.
- Click the hyperlinked business names to drill down into an outlet level Payment Types Report
Can I view taxes and/or payables in the Group Payment Types Report?
We do not have a group reporting solution for Taxes or Tax Types, only the outlet level Payments report will provide this information. You can view single businesses Taxes, Tax Types, and or Payables/Service Charges in the Payment Types Report.
Want to see this report on a recurring basis?
Set up an Email Schedule...
Click the Envelope to set up an email schedule.
...or Pin it to your Dashboard.
Click the Speedometer to add to your Dashboard.