How to Set Up Product Payments Report

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.

select the product payments template from the template library

Chart Tab

There are multiple chart types: Line, Area, Column, Bar, Spline and Area Spline. Choose the one you prefer.

select your desired display type from the drop-down

Options Tab

Now go to the Options tab.

Select the Options Tab from the tabs.

First, you need to select the product(s) you would like to track.

find and select the products you wish to track

Next, select the payment types you would like to include.

Finally, select the date range you would like.

select the date range and display interval of the report

Criteria Builder Tab

For ultimate customization, use the Criteria Builder to include additional rules and requirements for this report.

Use the Criteria Builder to filter the report further

Once that is done, press the blue button at the bottom to save your preferences for this Widget.

click the save button at the bottom.

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