📋 Summary:

This Daily Activity - Sales by Tender Type bookmark provides a detailed breakdown of payment methods and credit card brands used in direct-to-consumer wine sales during the current period, offering finance and tasting room managers immediate insights into transaction patterns and payment trends. By displaying the total amount and tip tendered for each tender type and card brand, the report helps winery teams understand customer payment preferences, track cash flow, and potentially identify opportunities to optimize payment processing or incentivize certain payment methods. Tasting room managers, accounting teams, and wine club directors can use this report to reconcile daily sales, analyze transaction costs, and gain a granular view of how customers are choosing to pay for their wine purchases. Users can easily customize this bookmark by adding additional filters or columns to drill deeper into the data, tailoring the analysis to their specific business questions and reporting needs.

This summary was generated by AI.

📁 Public Bookmarks Folder: Accounting Reports

📌 Quick Stats:

⚠️ 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.

This is similar to the old WineDirect report of Sales by Tender Type. We list the tender type and card brand and then amounts and tips tendered.

✅ No filters applied - this bookmark shows all available data.

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