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

alexisaiello
Visitor
2 0 0

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.

Replies 4 (4)

CloudlabSam
Shopify Partner
553 46 91

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

alexisaiello
Visitor
2 0 0

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

CloudlabSam
Shopify Partner
553 46 91

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
Shopify Partner
176 6 16

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?