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.
- Batch Detail: The sum of all your authorized credit card transactions for the day at close of business, or by designated batch closing time.
- Batch Summary: An overview of your batches with totals.
- Card Brand Summary: View sales totals for credit transactions by card brand.
- 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 Detail: Individual transaction listings based on daily batch. Only available on single-day date ranges.
- Deposit Summary: An overview of your deposits with net totals.
- 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.
- Expanded Transaction Report: Export an expanded listing of all transactions in a period.
- 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 a listing of all transactions in a period.
- Transactions by Item: View transactions by item.
- Transactions by Category: View transactions by category.
- Refund Summary: View a detailed breakdown of refunded transactions in a period.
- Disputes Report: View the status of your disputes.
For more information on reports, check out the help articles in Payments Hub.