If I'm following you correctly, you're talking about exported reports, not anything in the dashboard reports area?
Before I go into all that, if you go to Reports in dashboard, there's a report for Payment Methods.
It will show you the totals by card, cash, etc. It even breaks down dipped, tapped, swiped, etc
You can either export it as a csv or you can print it directly from the dashboard by right clicking in the report area.
This is the end of the simple answer..... if you're nerdy like me and want to know other options.... read on...
If you're exporting information to a spreadsheet for other reasons, you could create a pivot table in your spreadsheet to show that information. Pivot tables are a great way to collect specific date, especially totals and you can add multiple tables to one sheet to print as a report.
On the transactions page, you can change the "All Payment Methods" to cash or card, etc.
When you export the csv, it will only export the filtered transactions.
But.... That would mean having to export multiple times.
You can set up a pivot table in the spreadsheet after exporting all transactions and set it to show you totals for card, cash, or however you want to break it down.
Not sure which program you're using the csv files with. I use google sheets in google drive documents.
It's better for me to have the info online and accessible by several people and we use google drive for various other things. Microsoft OneDrive is basically the same, but last I used it they restricted some functions in spreadsheets unless you subscribe to Office 360, or whatever it is now. And to be honest, I haven't used Excel in several years, so I don't remember if the pivot tables work exactly the same as google sheets.
On the pivot table, I'd recommend making it a new sheet in your workbook so it's easy to see.
You can choose which fields to display and calculate totals for.
I created the spreadsheet below in about 30 seconds... after dropping in the transactions. If you use it as a template and just add your transactions to the main spreadsheet, the calculations will run automatically. I use 2 spreadsheets for payroll. We're commission based and it's the only way to calculate commissions. I keep a template for the 2 spreadsheets and duplicate them each payroll and add the transactions for that pay period. I tried just adding new transactions to one large spreadsheet, but after a year, it was so full it would hardly load. I found it's easier to copy the template for each cycle.
You can extract information several ways. I chose card, cash, gift card, Other tender. I then decided to display by card type. That may not be necessary for you, but you can still see the totals. You could even add Total Collected. I put a simple version below this one.
The most simple version is just the totals.
I hope this answers your question.
