Can I create reports based off payment method used at checkout?

[alexisaiello]

We do a lot of B2B business with our in-store POS system. We have the subscription where we can create custom reports, however I was wanting to add payment method as a column or filter in these reports. Is there any way to do this other than using the payment by type report? I also cannot add any filters or extra columns in the payment by type report.

[CloudlabSam]

When you refer to payment method so you mean cash, card, PayPal or do you mean Visa, AMEX, MC, etc?

[alexisaiello]

I mean cash, card, and our custom payment method we named "allowance". 

[CloudlabSam]

Shopify doesn't have any built-in reports that allow this. You would need to try a reporting app like Better Reports or Report Toaster.

[BetterReports-K]

Hi @alexisaiello,

Keanna here from Better Reports. I would recommend our app Better Reports for this!

We can create custom reports showing sales or transactions by payment gateway. The payment gateways could be cash, shopify_payments (card), PayPal, manual etc. 

In addition to custom reporting, Better Reports has more than 80 built-in reports available out of the box that cover many common use cases for merchants. You can schedule reports to run at set frequencies to your email or Google Drive or export the reports in CSV, Excel, HTML or PDF format.

I encourage you to install Better Reports and start your free 14-day trial and I'll be happy to set this up for you.

What do you think?

[Andrii_Mipler]

Hello @alexisaiello !

This is Andrii from Mipler: Advanced Reports and I'm excited to connect with you here!

I noticed that you have a topic that hasn't been marked as solved and I thought our application could help.

Mipler's large collection of reports includes the Sales by Payment Method, which shows the name of the gateway the transaction was issued through, number of orders and related details. You can add filters and columns to the report, and if you need help, you can always contact our support team!

You can explore it through the following link: Mipler: Advanced Reports

We offer a free 7-day trial, and our support team is ready to create any report you need.

Just send us a request, and we’ll provide a complete solution promptly.

Looking forward to hearing from you soon! 🙂