Quick Links
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Sales Reports
The Sales tab
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allows users to view detailed information about Sales Trends, Sales Summary, Sales by Items, and Sales by Staff. Users are also able to export this data to CSV files.
Sales Trends
Details | Display |
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Sales TrendsThe Sales Trends section will display the Daily Gross Sales |
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This graph displays the current day's gross sales by the hour, in purple. In gray, is displays the sales for the week prior- i.e., if when viewing Monday’s gross sale in purple, it will show the previous Monday’s sales in gray
Hold cursor over a point on the graph to view specific details
Click the date to select a specific date to view from the calendar, or use the arrows to move forward/back by one day
Click Export as CSV to download the data as a .csv spreadsheet
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Weekly and Yearly Gross Sales
Weekly Gross Sales
This bar graph displays the gross sales for the current week, and the prior week, starting with Sunday
Purple shows the current week, gray shows the week before
Hold cursor over a specific day to view the gross sales in dollars for that day
Click Export as CSV to download the data as a .csv spreadsheet
Yearly Gross Sales
This bar graph shows the gross sales for the current and prior year by month, starting with January
Purple shows this year’s data, and gray shows the year prior
Hold cursor over a specific month to view the gross sales in dollars for that month
Click Export as CSV to download the data as a .csv spreadsheet
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Summary
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Details
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Display
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Gross Sales and Payments
This graph displays the gross sales and number of payments taken at specific times of day
Select a time frame to view:
Today
This Week
Last Week
This Month Custom
Use the calendar to select a start date and an end date
Regardless of the time frame selected, the graph will always display 12am-11pm
Hover cursor over a specific point on the graph to view the gross sales taken at the time of day and the total number of transactions
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Sales and Refunds
This section shows a detailed breakdown of sales and refunds
There are three columns:
Sales
Refunds
Net
There are eight rows:
Gross Sales
Discounts
Net Sales
Tax
Tips
Shipping Charges
Gift Card Issuance
Total collected
Click Excel-Compatible CSV to download the data as a .csv file
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Total Collected by Tender
This section shows a breakdown of the tender types collected
There are three columns for each payment type:
Sales
Refunds
Net
There are nine rows, each a payment type:
Cash
Check
Credit
American Express
MasterCard
Visa
Debit
Gift
Total Collected
Click Excel-Compatible CSV to download the data as a .csv file
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, Weekly Gross Sales, and Yearly Gross Sales. Users may export these reports to CSV by selecting the Export CSV button beneath each chart |    |
Sales SummaryThe Sales Summary section will display the following sales breakdowns:
Users may choose a custom date range and export these reports to CSV file format by selecting the Export to CSV button, |     |
Sales by ItemsThe Sales by Items report will display the following information:
Users can choose a custom date range and filter the report as needed for further breakdowns. They may also export the Sales by Items Report by selecting the Export CSV button |   |
Sales by StaffThe Sales by Staff Report has two tabs available for users to view data from: Net Sales and Orders. Users may select a custom date range if desire. Both tabs display the following information: Top Staff Members
Staff Sales History
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