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Incentivio Payments - Reporting

This article will go over the Reports page that goes along with Incentivio Payments. The Reports page was created to give Restaurant Brands visibility and access to the transaction data generated from Incentivio Payments.

Please note: This article is only applicable to brands using Incentivio Payments.

 

Incentivio Payments - Reports Overview

The Reports page aims to give Restaurant Brands access to their transaction data. The reports page displays two tables - one table showing the sales breakdown and another showing the card mix summary. Both of these tables are exportable and can be downloaded to your device as a CSV.

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  • Sales Breakdown Table
    • Displays: Transactions Amount, Refunds, Completed Chargebacks, Pending Chargebacks, Fees, Total Amount, and Total Deposits.Screen_Shot_2023-02-23_at_11.19.42_AM.png


  • Card Mix Summary Table
    • Displays: Amount of Transactions by each card type, $ Amount by each card type, Refunds by each card type, and the Total for each card type (total = $ Amount made in revenue - refunds) 

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On the Reports page, quick filters help narrow down the data you are looking for. The two filters that exist are the Date Range Filter and the Account Filter. The date range filter also allows you to set a custom date range if the default range is insufficient. By default, we will display all Incentivio Payment Accounts that your profile has access to view. 

 

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List of Predefined Date Range:

 

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