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Generating the HPay Processing Activity Report

Generating the HPay Processing Activity Report

This report offers up to four different sections related to sales and payment activity for a date or date range: a breakdown of all sales revenue by revenue type; a breakdown of all taxes by revenue type; a breakdown of payments by payment method; and a list of all individual payment transactions.

Tip: As an option, click the checkbox labeled Close After Printing at the bottom left of the tool to have this window close automatically as soon as your report has been printed.
  1. Click the Reports ribbon tab at the top of the screen.
  2. Click the HPay button and choose Processing Activity.
    Result: The HPay Processing Activity parameters window opens.
  1. Set a Date Range for your report by choosing the option Less Than or Equal To, Greater Than or Equal To, Within Date Range, or choose a Relative Date Range for the report.
  2. [Optional] Change the title of the report by highlighting the words “HPay Processing Activity” and typing directly into the field.
  3. In the Payment Type section, click the check box next to any records (Events, Quick Orders or Group Bookings) for which you want details to appear on this report.
    Note: You must choose at LEAST one of these options. If you choose more than one, the Separate Payment Type option is enabled at the bottom of the parameter window allowing you to have payments for each “type” (Events, Quick Orders, Group Bookings) sorted together in the report.
  4. In the Report Layout section, choose a “General” layout (including general payment details such as payment Category, event Business Type and User who processed the payment) or a “Credit Card Information” layout (including such things as Credit Card Status, Card Holder, Card Type, last four of Card Number and Approval Code.)
  5. Click the down arrow under Group By and choose to group the report by a specific detail.
  6. When finished, click OK.
    Result: The HPay Processing Activity Report is generated, incorporating the parameters you established.
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