Reporting | Dashboard | SpotOn Express

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Reporting

The reporting page offers a detailed breakdown of sales filtered in multitude of ways.

 

 

The following report types are available to view by selecting the first dropdown menu:

  • Sales Summary

  • Payments Collected

  • Item Sales

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Sales Summary

This report includes the following amounts:

  • Gross Sales

  • Refunds

  • Total Discounts

  • Net Sales

  • Surcharges & Fees

  • Taxes

  • Tips

  • Total Payments

 

Select a desired Date Range to adjust the results.

Options to filter the report can be found by selecting the Filter button to the right of the Date Range.

Select the Export button, located at the top right, to export the results.

Reporting screenshot 2-20240712-221716.png

 

Payments Collected

This report includes the following amounts:

  • Payment Category

  • Transactions

  • Sales Amount

  • Sales Refunded

  • Net Tips

  • Total Collected

 

Select a desired Date Range to adjust the results.

Options to filter the report can be found by selecting the Filter button, above the Percent of Total column to the right.

Adjust the information displayed by selecting the Columns button to add/remove the desired data.

Select the Export button, located at the top right, to export the results.

 

 

Item Sales

This report includes the following data:

  • Sales by Item

  • Sales by Category

  • Sales by Modifier

  • Sales by Employee

 

Select a desired Date Range to adjust the results.

Search by Item Name in the search field to quickly find an item.

Options to filter the report can be found by selecting the Filter button, at the top right.

Adjust the information displayed by selecting the Columns button to add/remove the desired data.

Select the Export button, located at the top right, to export the results.

 

 


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