Payouts Report

The Payouts report lists payouts transacted during the specified time period. Results are sorted in descending order by date and time of the payout. See below to run the report and view report results. You can also export the report and print it.

Running the Payouts Report

To run the Payouts report:

1. On the PAYD Administration main screen, click Reports.

2. On the Reports menu, click Financial., then click Payouts.

The Payouts report screen appears.

3. Specify a time period by entering a Month, Day and Year in the Starting date and Ending date textboxes.

NOTE: The default time period is Today.

4. Click the View button.

Results appear below.

To narrow search results by reason:

1. Click the Show Options button on the top of the screen.

2. Click the Payout Reasons drop-down menu.
   NOTE: The default reason is set to All.

3. Select the reason for the payout from the list.

4. Click the View button again.

To narrow results to a time of day:

1. Click the Start of day drop-down menu and select a starting time for the report results.

2. Click the End of day drop-down menu and select an end time for the report results.

3. Click the View button.

NOTE: The default setting for this report is the entire day (within the date range selected). To run the report for the entire day, leave the defaults set to Start of day and End of day. It is also possible to see results for specific times of the day. For example, if you wanted to see results between 9am and noon, you would enter a start time of 09:00 and an end time of 12:00. Then if you wanted to see results from 2pm to 5pm you would repeat steps 1-3 selecting a start time of 14:00 and an end time of 17:00. The time frame works on a 24-hour clock.  

To narrow results by store (multi-store environment only):

1. Click the Stores button.

2. On the Select Store(s) popup, select the checkboxes for the stores you want to include in the report and then click OK (all your stores are selected by default).

3. Click the View button.

To change the time period of the report:

• Click the Period drop-down menu and select the appropriate time period from the list e.g. Last Month.

To print report results:

• Click the Print button above the results.

• Refer to Printing Reports for more information.

To export the report:

• Refer to Exporting Reports for more information.

Viewing Payouts Report Results

Payouts Summary

The report summary displays the following for matching results:

• Total number of payouts (Nb Payouts)

• Total $ Amount

Report Results

The report lists matching payouts as follows, sorted in descending order by Date.

• Order ID - PAYD Pro PlusTM ID for the payout transaction (click to view details).

• Date - Date and time of the payout (default sort).

• Employee ID - ID of the employee who transacted the payout.

• Amount - Total $ amount of the payout.

• Reason - Reason for the payout (value defined in the Configuration - Settings screen).

To change a report's sort order:

• Click the heading of the column you want to sort on (highlighted on mouseover).

• Click again on a heading to toggle between descending and ascending order.

To page through report results:

• Use the navigation bar below the report results. The current page is highlighted.

Related Topics

The Reports Menu

Running Reports

All Transaction Types Report

Processing Payouts

The Order Management View

The Employees Screen