View Credit Cards Summary

To view the Credit Cards Summary, follow these steps:

  1. Open WashConnect, in Region(s) select Corporate, region, or the local site, and then click the Log In button.
    NOTE: When logged in at the Corporate location, the entire Corporate structure will be available. When logged in at a site level, only that site will be available for selection.
  2. 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. For example, Corporate, Region, State, City, or Site.
  3. In the Device Type box, select device types or All device types.
  4. To save your selections from steps #3, #4, and #5, click the Save Preferences button. 
    When you open this report tab again, these default preferences will automatically populate.
  1. Click the View Report button. 

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

  

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

    Print a Report

    Export a Report

    Report Toolbar



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