Payments Report

Overview

The Payments Report provides an overview of all transactions that have been logged within your Supermove. What was collected? When? The report itself is broken down into a couple different tables and charts. Please see below to understand more

Filter Criteria

The top header of the Sales Performance report displays the following filter criteria:

• Payment Date Range
  Use this to edit and adjust the results based on the date in which the payment was logged in Supermove
  
  
• Date Window
  This selection will adjust whether the tables and graphs will depict information on a Daily, Weekly, Monthly, or Yearly view
  
  
• Payment Method
  To filter specific types of payments you want to view. You can select multiple payment methods within the dropdown menu.
  
  
• Card Brand
  If you are recording credit card transactions using Supermove Payments, you can filter and select specific card results (e.g. Visa, MasterCard, American Express, etc)
  
  
• Invoice Status
  This field can be used to adjust the type of invoice you want to retrieve (e.g Unpaid, Paid, Overdue, etc)
  
  
• Branch
  If you have multiple branches associated with your account, you can select the specific sub-company you wish you view data for.  By default, all sub-companies are included in the report. 
  
  
• Project Type
  To filter by a specific project type, select the Project Types field and choose which types you wish to view. Multiple project types can be selected. By default, all project types are displayed.
  
  
• Project Tags
  This is where you can filter and retrieve results for projects based on any existing Tags you have applied on them

Visualizing the Data

The report provides you with a couple charts and tables. They are as follows:

Payments Bar Graph

This bar graph depicts your payment value within a period of time. You can using the dropdown menu in the top righthand corner to sort the data based on Payment Method, Card Type, Project Type, or Branch.

Itemized Payments Table

At the bottom of the report, you have access to a full itemized breakdown of all the payments recorded within your filtered timeframe. This breakdown indicates the project number, customer name, invoice number, payment method, and the payment amount. You can also use the search bar in the top righthand corner to retrieve a specific result. The table itself can be fully downloaded as a PDF or CSV file by clicking the download icon in the top right hand corner.