CRM report
Table of Contents
View and manage Payment Report by Customer
Learn how to generate and review the Payment Report by Customer on the Merchant Portal.
The Payment Report by Customer shows a summary of all transactions and payments made by a restaurant member. The report includes information such as the member name, member ID, and transaction amount.
View Payment Report by Customer
To view the Payment Report by Customer records, follow the steps below:
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
- Log in to the Merchant Portal.
- On the left panel, click on Reporting.
- Under "CRM," select Payment Report by Customer.
- Select the date range of the transactions that you want to check.
- To retrieve the records, click on Submit. The screen shows an overview of the transactions made on the selected date range.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
- Log in to the Merchant Portal.
- On the left panel, click on Reporting. Then, click on CRM.
- Select Payment Report by Member.
- Select the date range of the transactions that you want to check.
- To retrieve the records, click on Submit. The screen shows an overview of the transactions made on the selected date range.
Print Payment Report by Customer
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
To print a Payment Report by Customer, from the Report Result, click on Print. Then, select the printer where you want to print the report. Click on Save to confirm.
DeleteMerchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
To print a Payment Report by Customer, from the Report Result, click on Print. Then, select the printer where you want to print the report. Click on Save to confirm.
Export Payment Report by Customer
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
To export a Payment Report by Customer, from the Report Result, click on Export. An Excel file of the report gets downloaded to your computer. Open the file to view your exported report.
DeleteMerchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
To export a Payment Report by Customer, from the Report Result, click on Export. An Excel file of the report gets downloaded to your computer. Open the file to view your exported report.
