How can I get a sales report by payment type? May 09, 2022 15:30 Updated Go to Menu > Reports in the sidebar. Click on the Edit pencil in front of the Sales Report. Click New Run. Select to include the filter option Transaction List. Export the results to Excel and filter on the payment type you are interested in. Related articles How do I clear the browser cache and cookies? How do I configure and run the Inactive Client report? How do I update billable items in bulk? How do I set up and install a DYMO® LabelWriter printer? How to address pending lab order alerts from IDEXX Reference labs when results exist?