The Product Payments report displays the revenue collected from products during a date range you define.
Search for the Product Payments Template
To begin, click the “+” icon on your dashboard and type the word payments into the search bar. Then click the Product Payments Template.
Chart Tab
There are multiple chart types: Line, Area, Column, Bar, Spline and Area Spline. Choose the one you prefer.
Options Tab
Now go to the Options tab.
First, you need to select the product(s) you would like to track.
Next, select the payment types you would like to include.
Finally, select the date range you would like.
Criteria Builder Tab
For ultimate customization, use the Criteria Builder to include additional rules and requirements for this report.
Once that is done, press the blue button at the bottom to save your preferences for this Widget.
Relevant Articles
- How to Set Up the Payments Report
- How to Set Up the Product Category Payments Report
- Configuring the Product Category Purchased Revenue Goal Report
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