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      Report Overview: Payments by User

      Gain insights into user-specific financial performance with the Payments by User report.

      Payments by User Report Overview

      The Payments by User report provides a detailed overview of all payment transactions processed by individual users over a specified date range. This report is essential for operators who need to monitor and manage financial transactions within their operations, as it consolidates payment data by user and payment type. It's a valuable tool for identifying transaction trends, ensuring accountability, and streamlining financial audits.

      The report includes the following information:

      • User Names
      • Payment and Card Type
      • Reservation System / Campspot's Native POS System
      • Total Payments taken by User

      Accessing the Report

      1. Navigate to the Reporting page within your Admin Site.

      2. Search for Payments by User.

      3. Click Run Report.

      Payments by User

      Download Options

      This report is available in both PDF and CSV formats, offering flexibility in data manipulation and presentation. The PDF format is tailored for printing, providing essential information in a concise, printer-friendly layout.

      Common Report Uses

      • Monitor Staff Activity: Track the payment transactions processed by each user to ensure accountability and identify any discrepancies.
      • Reconcile Payments: Use this report to provide a clear, user-specific summary of payments for auditing purposes, simplifying the reconciliation process.
      • Ensure Financial Accountability: By summarizing payment types, operators can quickly identify discrepancies or trends that may require further investigation.

      Supplemental Resources

      Most Common FAQ:

      Q: Can I see individual transactions within this report?

      No, this report provides a summation of all transactions by Payment Type rather than a detailed breakdown of each individual transaction.

      Q: What types of payments are included in this report?

      The report includes the payment types active in your Admin Site Payment Method setup.

      Q: Can this report be used to track POS and reservation system payments separately?

      Yes, the report categorizes payments by the system used—either the Reservation System or POS System—allowing for a clearer analysis of transaction sources.