---
title: "Payments Summary | Dashboard | SpotOn Express"
canonical: "https://help.spoton.com/space/SK/4577361929/Payments+Summary+%7C+Dashboard+%7C+SpotOn+Express"
format: markdown
---
## **Overview**
The SpotOn Express **Payments Summary** report provides a breakdown of all payment activity for a selected date range. Use this report to review collected vs. uncollected payments, tips, fees, and total sales across each payment method.
### **Step-by-Step Instructions**
**1. Access the Payments Summary Report**
- Log in to the **[SpotOn Dashboard](https://dashboard.spoton.com/)**.
- From the left-hand menu, select **Reports** > **Payments** > **Payments Summary**
**2. Adjust Your View**
- **Select a Date Range:**
Use the date selector at the top of the page to choose the time period you want to review.
- **For multi-location SpotOn accounts: **
Use the **Location Picker** (top right) and select **All locations** to view aggregated reports. Or select individual locations to compare.
- **Apply Filters:**
Click **Filters** to narrow the report by specific payment types or other criteria.
- **Customize Columns:**
Select **Columns** to add or remove data fields shown in the report.
**3. Review Report Details**
The Payments Summary report displays the following data for each payment category:
- **Payment Category** – The type of payment (e.g., Cash, Auto Close – No Payment).
- **Number of Payments** – Count of payments recorded for that category.
- **Total Sales** – Total sale amounts processed.
- **Total Tips** – Total tips collected.
- **Total Fees** – Any associated fees.
- **Total Payments** – Combined total of all amounts collected.
- **Percent of Total** – The proportion of total payments for the selected date range.
**4. Export Report Results**
- Click the **Export** button at the top right of the screen.
- A CSV file will download, containing the same date range and filters you selected.
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## **Frequently Asked Questions**
**Why do I see “Payments Uncollected”?**
These entries represent orders that were closed without a payment, such as Auto Close – No Payment scenarios.
**What is “Auto Close – No Payment”?**
These occur when orders are closed without a payment ever being applied (e.g., during the Auto End of Day process). They appear in reporting under their own category to represent revenue that was not collected.
**Can I view payment details for individual checks?**
No, the Payments Summary report displays aggregated totals. For check-level details, refer to **Order Summary** or **Daily Recap** reports.
**What are the line items for the "Custom" payment type?**
The "Custom" payment type covers nonstandard methods manually or automatically configured as Custom Tenders (excluding Cash and Credit). Common examples include third-party delivery services such as Uber Eats, DoorDash, and more.
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## **Troubleshooting**
- **Missing or incorrect data**
Ensure your date range is correct and check whether any filters are limiting the results.
- **Columns not visible**
Use the **Columns** button to re-enable fields that may have been turned off.
- **The export doesn’t match the on-screen data**
Confirm that your filters were applied before exporting. The export reflects active filters.
### **Related Articles**
- [Daily Recap ](https://help.spoton.com/space/SK/4255973398/Daily+Recap+%7C+Dashboard+%7C+SpotOn+Express)
- [Product Mix](https://help.spoton.com/space/SK/4571693057/Product+Mix+%7C+SpotOn+Restaurant+Dashboard)
- [Order List](https://help.spoton.com/space/SK/3213821123/Order+List+%7C+Dashboard+%7C+SpotOn+Express)