Our latest developments with QikServe Payment Services (QPS) is the reporting dashboard which can be accessed through your QikServe dashboard.
The new QPS reporting dashboard allows you to have one source of data for easier reporting and tracking of your transactional data through your digital ordering and payment services with QikServe.
Locating your QPS reporting
The reporting is found within your QikServe Global dashboard (this is your venue but with a Globe icon next to the name)
Then under the tab QikServe Payments.
The sub-menu allows you to:
View a summary of your transactions
View a detailed report of transactions
The overview is a “KPI” of transactions:
Total number of transactions
Average Transaction Value
Total Sales Revenue
This view helps you compare activity over a certain time period for example by month or date filter, by selecting from the drop down list on the overview -
Overview by time-period
Transactions offer a more detailed view of your transaction activity including order date & number, payment method, card brand, transaction amount and fee information.
Details can be filtered in various ways including:
Time period (Week, Month to date, Year to date)
Payment method (Card, Google Pay, Apple pay)
Status (Success, Failed etc.)
You can also change the columns you view by selecting the column wheel, select or deselect the column titles and select Apply.
Exporting reports
A new feature to the reporting for QikServe Payments is exporting reports. To action this please follow the below guidelines:
Log in to your Global dashboard and select the tab QikServe Payment services then select the subtab Transactions. Here you can filter the reporting to include Date Range, Amount Range etc. Then apply to your report.
You can also change the columns you view by selecting the column wheel, select or deselect the column titles and select Apply.
Once you have your filters and columns selected, select the Export blue button to export the transactions to CSV
You will then have the option to export all pages or only what you have selected
Detailed transaction information
Further to the above detailed view, you can select each transaction for further information:
Customer name
Order ID
Date & time of order
Payment details – Amount, Collected Fee, UK VAT & Net amount
Payment failure detail
Contact | Paymentservices@QikServe.com |
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