Payments Report

The Payments report allows you to see which payment methods are used most often, who processes the most customer orders, and which locations bring in the most revenue.

Table of Contents

Run the Report

In Ambur Cloud, run the Payments report to see what customers paid for orders during a time period.

You must be using Ambur version 2.9.1 or above to run this report. Visit our Update the Ambur App support article to learn how to update your app.

  1. Click 'Payments'.
  2. Hover over the views button to load a custom preset view.

    Hover over a preset to view its description.

  3. Hover over 'Time period' to select a preset or custom time period.
    Click to Enlarge

Report Summary

The Summary gives an overview of what customers paid for orders during the selected date range. View payments by type, total, or by any of the criteria mentioned below.

  1. Hover over the menu and select a summary type.

    Location | Shows payment information for each active linked Ambur location.
    Click for a sample view of the Location Summary

    Payment Type | Summarizes payment totals for each payment method.
    Click for a sample view of the Payment Type Summary

    Staff | Gives each individual employee’s payment totals.
    Click for a sample view of the Staff Summary

  2. (Optional) click the plus sign to select another option to organize your summary by.

    The summary will include columns for to all selected summary types.

    Click to Enlarge
  3. Click any table header to sort ascending or descending.
    This example shows payments by Payment Type

    Click to Enlarge

    Payments | Number of payments received.
    Base | Total payments amount before Tip.
    Tip | Amount of tip added to payments.
    Payment Total | Base plus Tip.

Report Details

The Details section breaks down the Summary and shows individual payments that were received.

Click to Enlarge

Most columns have been defined in the Report Summary section above. Below are terms we did not cover:

Payment Ref | A unique identification number assigned to the payment by Ambur.
Every payment type (Cash/Credit/Other) receives a Payment ID.
Order Ref | A unique transaction ID number assigned to each order by Ambur.
Date | Date the payment was received.
Time | Time the payment was received.
Date Batched | The date of the settled batch that the payment was included in.
Name on Card | Name on the credit card used for payment.
‘Name on Card’ appears for swiped credit card payments only.
Last 4 | Last 4 digits of the credit card used for payment.
‘Last 4’ appears for swiped credit card payments only.

  1. Hover over 'Add columns' to select additional table columns.

    Location | Displays the business location where each payment was received.
    Click to view a sample of the Location column

    Order Name | Gives the name of the order associated with each payment.
    Click to view a sample of the Order Name column

    Staff | Displays the employee associated with each order.
    Click to view a sample of the Staff column

Filter the Report

Use the built-in filters to see the specific data you need. When you apply filters, the report displays only the payments that match those parameters.

  1. Click a filter to expand its menu.
  2. Select value(s) for the filter.
  3. (optional) Click ‘Reset’ to remove all filters.

Save a Custom View

Save your customized Payments report to quickly return to that exact view later. Once a view is saved, it can be set as the default view that opens when the report is launched.

Save a Custom View

  1. Hover over the view button and select ‘Save my search as a view’.
    Click to Enlarge
  2. Enter a name and description of the view and click 'Save as view'.

    (optional) Check ‘Make this my default view’ to make it the default view that loads for the report.

Change the Default View

  1. Hover over the view button and select a view.
  2. Hover over the view button and select 'Set current view as default’.

Export the Report

Quickly export, send, share, or print a copy of your report to let your accountant know which payments are included in batches on a regular basis.

  1. Select 'Payments' from the Reports menu.
  2. Select a date range and filter the report, if necessary.
  3. Click 'Export'.
  4. Select 'Google Sheet', 'Email PDF...', 'Email Excel...', 'Share Link', or 'Print' from the dropdown menu.
  5. (Optional) If you select an email option, customize the email by entering recipients, a subject, and a message before clicking 'Send Email'.