Payouts Report

The Payouts report lists payouts transacted during the specified time period. Results are sorted in descending order by date and time of the payout. See below to run the report and view report results. You can also export the report and print it.

Running the Payouts Report

To run the Payouts report:

  1. On the PAYD Administration main screen, click Reports.

  2. On the Reports menu, click Financial., then click Payouts.

The Payouts report screen appears.

  1. Specify a time period by entering a Month, Day and Year in the Starting date and Ending date textboxes.

NOTE: The default time period is Today.

  1. Click the View button.

Results appear below.

 

To narrow search results by reason:

  1. Click the Show Options button on the top of the screen.

  2. Click the Payout Reasons drop-down menu.
    NOTE: The default reason is set to All.

  3. Select the reason for the payout from the list.

  4. Click the View button again.

 

To narrow results to a time of day:

  1. Click the Start of day drop-down menu and select a starting time for the report results.

  2. Click the End of day drop-down menu and select an end time for the report results.

  3. Click the View button.

NOTE: The default setting for this report is the entire day (within the date range selected). To run the report for the entire day, leave the defaults set to Start of day and End of day. It is also possible to see results for specific times of the day. For example, if you wanted to see results between 9am and noon, you would enter a start time of 09:00 and an end time of 12:00. Then if you wanted to see results from 2pm to 5pm you would repeat steps 1-3 selecting a start time of 14:00 and an end time of 17:00. The time frame works on a 24-hour clock.  

 

To narrow results by store (multi-store environment only):

  1. Click the Stores button.

  2. On the Select Store(s) popup, select the checkboxes for the stores you want to include in the report and then click OK (all your stores are selected by default).

  3. Click the View button.

 

To change the time period of the report:

 

To print report results:

 

To export the report:

 

Viewing Payouts Report Results

Payouts Summary

The report summary displays the following for matching results:

Report Results

The report lists matching payouts as follows, sorted in descending order by Date.

 

To change a report's sort order:

 

To page through report results:

The navigation bar appears at the bottom of each reports screen. Use the bar to navigate through the various pages of report results.

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