Platform: Enolytics DTC
Summary:
What it shows: A detailed breakdown of all payment methods used in your winery, showing exactly how customers paid and how much was processed through each tender type and card brand. This includes both transaction amounts and tips, giving you the complete picture of your daily payment activity. This ready-made report requires no setup — just run it and go.
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 reconciliation of cash registers and payment processors
• Monthly analysis of payment processing costs and customer payment preferences
• Troubleshooting discrepancies between your POS system and merchant account statements
Questions this report answers:
• How do I get a breakdown of sales by payment method like the old WineDirect report?
• Where can I see how much was processed through each credit card brand today?
• Can I pull a report showing cash vs credit card sales with tips included?
• How do I reconcile my daily deposits with what customers actually paid?
• Where can I find the exact amounts tendered by Visa, Mastercard, Amex, and other payment types?
Tip: Remember to set your date picker to capture the specific time period you're reconciling — this report shows current period data, so narrow your date range for daily reconciliation or expand it for broader payment trend 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: Accounting Reports
Click Daily Activity - Sales by Tender Type
Quick Stats:
0 filter(s) applied
2 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.
📝 Original Description
Daily breakdown of payment methods showing transaction amounts and tips processed through each tender type and card brand.
Filters Applied
✅ No filters applied - this bookmark shows all available data.
📋 Columns Displayed
Dimensions:
Tender Type — The type of tender used for payment. These are enums like: Credit Card, Cash, COD, External, etc.
Card Brand — The brand of the credit card used for payment. (Visa, Amex, Mastercard, etc.)
Measures:
ℹ️ Additional Details
Bookmark ID:
87df7ab6-3dda-45c2-8945-243f1520233d