Card Payments Report
For help accessing reports please see Accessing the Report Builder & Using the Options
Refining your Report
You can use the dropdown menus to refine this report.
Whole Day - This will set your set time frame parameters to whole days and there will be no need to set specific times of the day.
Custome Time Range - This setting will change the time frame parameters to include specific times.
Reporting Columns
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).
Card Last 4 - The last 4 digits of the card that was used in the transaction.
Card Brand - The specific type of card used in the transaction (Visa, Mastercard, American Express, or Discover).
Mobile Payment - Indicates what payment service was used if the transaction was completed using a mobile device.
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'
