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The Sales tab 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.

Details

Display

Daily Gross Sales

Trends

The Sales Trends section will display the Daily Gross Sales, Weekly Gross Sales, and Yearly Gross Sales. Users may export these reports to CSV by selecting the Export CSV button beneath each chart

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Sales Summary

The Sales Summary section will display the following sales breakdowns:

  • Gross Sales

  • Sales and Refunds

  • Total Collected by Tender

Users may choose a custom date range and export these reports to CSV file format by selecting the Export to CSV button,

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Sales by Items

The Sales by Items report will display the following information:

  • Top Items

  • Item Sale History

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

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Sales by Staff

The 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

  • The Top Staff members Net Sales or Orders

Staff Sales History

  • A full roster of employees listed by their Net Sales or Orders. Users may export to CSV format by selecting the Export CSV button

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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

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Weekly and Yearly 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

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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

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Summary

  • 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

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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

Select the Excel-Compatible CSV button 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 rows of payment types:

    • Cash

    • Check

    • Credit

    • American Express

    • MasterCard

    • Visa

    • Debit

    • Gift

    • Total Collected

Select the Excel-Compatible CSV buttonto download the data as a .csv file

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