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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

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

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,

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

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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