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Sales Reports

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

  • 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

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

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

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

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

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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