Platform: Enolytics DTC

Summary:

What it shows: A comprehensive breakdown of all payment methods used at your winery, showing both the transaction amounts and tips collected for each tender type and card brand. This ready-made report gives you a complete financial picture without any setup required.

Who should use it:
• Accounting teams reconciling daily sales and payment processing
• General managers tracking payment method performance and fees

When to use it:
• Daily or weekly reconciliation with your payment processor statements
• Month-end financial close to verify tender totals match bank deposits
• Analyzing which payment methods customers prefer and their associated costs

Questions this report answers:
• "How much did we process in credit cards versus cash today?"
• "Can I see a breakdown of tips by payment method?"
• "Where can I find our Visa versus Mastercard transaction totals?"
• "How do I pull our tender totals for accounting reconciliation?"
• "What's the split between different payment types this month?"

Tip: Set your date picker to match the reconciliation period you need—daily for end-of-day reconciliation, or monthly for comprehensive payment processing analysis.

Note: Parts of this article were generated with AI and may not be perfect. If something looks off or could be better, click the 😞 below — it opens a quick chat so you can let us know.

📂 How to Access This Report

This is a public bookmark — a pre-built report ready for you to use. You don't need to create it from scratch.

To open it:

Click the Bookmarks icon in the left sidebar
Look under Public Bookmarks
Open the folder: Sales by Tender Type
Click Accounting Reports

Quick Stats:

0 filter(s) applied
1 dimension(s) displayed
2 measure(s) displayed
Report Page: Build Beyond Limits | Advanced Reporting

⚠️ Date Picker Required: This report uses time-sensitive measures that respond to the date picker. The bookmark does not save date picker settings. Please adjust the date picker to ensure the report shows the data for your desired time period.

Filter Behavior: When you select this bookmark, your existing filters will be replaced with the bookmark's saved filters.