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 tabs: The Transactions Report and the Deposits Summary
Transactions Report
The Transactions Report shows 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.
Sales Breakdown Table
Displays: Transactions Amount, Refunds, Completed Chargebacks, Pending Chargebacks, Fees, Total Amount, and Total Deposits.
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)
Using Filters
Quick filters help narrow down the data you are looking for. The Transactions Report allows you to filter on Date Range and Payment Account. You can also select a specific Time Zone. The date range filter also allows you to set a custom date range or select any of our pre-defined ranges.
By default, we will display all Incentivio Payment Accounts that your profile has access to view.
Deposits Summary
The Deposits Summary tab provides information on all of the actual deposits across your payment accounts and their status.
You can also export the transactional details for each deposit:
Please see our Incentivio Payments - Reconciling Stripe Transfers for more information on reconciliation of transactions and deposits.
Using Filters
Quick filters help narrow down the data you are looking for. The Deposits Summary allows you to filter on Date Range, Payment Account, and Status. You can also select a specific Time Zone. The date range filter also allows you to set a custom date range or select any of our pre-defined ranges.
By default, we will display all Incentivio Payment Accounts that your profile has access to view.