Users who handles Real-Time Reports on GrubCenter will have the ability to filter reports by payment method. Users can apply this filter to the Sales - Orders and Menu Performance - Orders reports to view relevant order data based on payment methods.
Steps to Filter Reports by Payment Method
Step 1 : Login to GrubCenter as the user with Real-Time Reports permissions set (e.g. Admin)
Step 2 : Navigate to Real-Time reports section
Step 3 : Open either Sales - Orders or Menu Performance - Orders report.
Step 4 : Apply the Payment Method Filter
- Click on the Filter option within the report.
- Locate and select the Payment Method filter.
Step 5 : Choose Payment Methods
- A dropdown list will appear with payment methods options
- Select one or multiple payment methods as needed.
Step 6 : View Filtered Data
- Once selected, the report will update to display only orders matching the chosen payment methods.
- The available payment method options in the dropdown list will match those within Sales - Orders and Menu Performance - Orders.
Step 7 : Adjust or Clear Filters (Optional)
- To modify the filter selection, revisit the Payment Method filter and update the choices.
- To remove filters, reset the selection or click the Clear Filters option.