This template displays all payments received during a given time frame.
To begin, click the “+” icon on your Dashboard then type “payments” into the search bar. Then select the “Payments” template.
There are four options available for the chart type, I will choose column. You also have the option to stack by checking the “Stacked” box.
Check the “Show Total Number” box to show the total number in the top right-hand corner of the chart.
Navigate to the “Options” Tab and choose the payment types you want to display. Choosing more than one type joins the data into a single column, bar, or line. If you want to compare two different payment types, you must use two different widgets to do so.
By clicking the include refunds box, refunds will be displayed below the zero dollar line.
Now choose your date range.
For ultimate control and customization, use the “Criteria Builder” to include additional rules and requirements to the report.
Lastly, feel free to set alerts in the “Alerts” tab for if your values rise above, or fall below a threshold of your choosing.
Once you have your alerts set, click “Save Preferences” on This Widget.