Card Payments Report

For help accessing reports please see Accessing the Report Builder & Using the Options

The Card Payments report shows data for orders attached to payments based on the time range selected for the following: 

Date - Calendar date the ‘transaction amount’ is applied to the venue's Bbot account. 

Order date - Calendar date the guest placed the order.

Order numbers - The number(s) attached to a guest’s purchase and searchable in the Owner Panel under Past Order (receipts/refund).  

Transaction type - The type of transaction being applied on the ‘date’ associated with the ‘order numbers’ on the ‘order date’.  

The example below shows two specific types of transactions:

1. A chargeback is being applied on October 3, 2020, for order numbers 1389 & 1388 which were placed on August 9, 2020.

2. A guest was refunded for orders 843 & 844.  The refund was processed on October 3, 2020 and the order was placed on September 18, 2020.

Transaction id - Unique Bbot ID associated with the ‘order numbers’ from the ‘order date’.  

Transaction amount - The dollar amount of the transaction applied on the ‘date’ associated with the ‘order numbers’ from the ‘order date’.  

Status - State of the ‘order number’ associated with the ‘order date’ on the ‘date’.

Location - The code attached to the ‘order number’ on the ‘order date’ signifying which ‘Tables / Location Codes’ the order is attached to. 

User unique id - Unique Bbot ID associated with the user who placed the ‘order numbers’ on the ‘order date’.  

User signed in - Denotes whether a user was signed into a Bbot account when placing the ‘order numbers’ on the ‘order date’.

Guest name - Name of the user associated with the Bbot account signed into for the ‘order numbers’ placed on the ‘order date’.

Guest phone - If a phone number is captured for the ‘order numbers’ on the order date, it is shown here. 

Guest email -  If an email is captured for the ‘order numbers’ on the ‘date’, it is shown here. 

Orders (reporting category) pretax - Total dollar amount of items sold before tax for the respective reporting category for the ‘order numbers’ on the ‘date’.

Orders (reporting category) tax - Total dollar amount of tax applied to items sold for the respective reporting category for the ‘order numbers’ on the ‘date’.

Orders (reporting category) tip - Total dollar amount of tips received for items sold within the respective reporting category for the ‘order numbers’ on the ‘date’.

For more information on reporting categories please see Editing a Single Menu Item.

Order pretax - Total dollar amount before tax of the items sold for ‘order numbers’ on the ‘date’.

Orders fees - Total dollar amount of service charges applied to ‘order numbers’ on the ‘date’.

Orders tax - Total dollar amount of tax applied to ‘order numbers’ on the ‘date’.

Orders Tip - Total dollar amount of tips received for ‘order numbers’ on the ‘date’.

Orders Total - Total amount of items sold + tax + fees + tip for 'order numbers' on the 'date'.

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