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Activity - Reports

Reports can be created by selecting a date range. Account Summary, Flash and Product Sales Reports can be downloaded as PDFs; Transaction, Customer, and Item Exports can be downloaded as PDF or CSV files. 

Account Summary

A breakdown of gross and net sales for all of your accounts.

Card Brand Summary

View sales totals for credit tansactions by card brand.

Category Performance

Item sales by category.

Customer Performance

Track top customers and see their spending habits.

Customer Experience

A summary of customer feedback by name, date, invoice number, rating, and employee.

Customer Export

Export a listing of your customer and their contact information.

Deposit Summary

An overview of your deposits with net totals.

Deposit Detail

Individual transaction listings based on daily batch. Only available on single-day date ranges.

Discount Performance

Track discount usage.

Employee Flash Report

Totals for net sales, discounts, tax, tips, voids, refunds, and payment methods by single employee.

Employee Performance

Track employees by volume sold and number of transactions.

Flash Report

Totals for net sales, discounts, tax, tips, voids, refunds, and payment method. Ideal for a quick glance or closing your day.

Item Performance

Detailed item performance.

Item Export

Export your library of items with stock counts.

Payment Type Summary

View sales totals by type of transaction.

Product Sales Report

Item and category performance by quantity and sales volume.

Tax

View sales totals by taxable amount and total tax collected.

Transactions Export

Export a listing of all transactions in a period.

Transactions by Category

View transactions by category.

 

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