View Credit Cards Summary

The Credit Card Summary displays a breakdown of the credit card totals per credit card type, the number of transactions, and total amount charged. 

You can view the Credit Card Summary for a specific level or various levels of your wash’s corporate structure, for example, Corporate, Region, State, City, or Site.


To view the Credit Cards Summary, follow these steps:

  1. Select Financial > Register Reports > Credit Cards Summary.

  1. In the From Date and To Date boxes, type a date or select a date from the calendar.
  2. In the Top Level box, select a site or level of your corporate structure.
  3. In the Device Type box, select device types or All device types.
  4. To save your selections from steps #2, #3, and #4, click the Save Preferences button. 
    When you open this report tab again, these default preferences will automatically populate.
  1. Click the View Report button.

  

  1.  From the Credit Card Summary report toolbar, you can Export, Save, or Print the report.

    Print a Report

    Export a Report

    Shift Detail 

    Report Toolbar



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