Generating sales reports

Generate sales reports for products, customers, and payment methods by date range, store, and other criteria depending on the report type. You can also generate a detailed End of Day report for all your stores.

Tips

  • You can sort sales reports by clicking the column headings.
  • You can expand the report elements to view the details for the selected stores.

Product sales reports

Generate sales reports for products by family, class, or specific product. Sales reports display:

  • Family Name (Sales by Family report only)
  • Class Name (Sales by Class only)
  • Product Code and Product Description (Sales by Product report only)
  • Quantity sold
  • Quantity on hand
  • Total cost of items sold
  • Total retail amount
  • Net profit
  • Profit percentage
  • Gross margin

To generate a product sales report

  1. On the Reports screen, click the Products tab.
  2. Select Sales by Family, Sales by Class, or Sales by Product.
  3. Filter the report using the available criteria. You can select a preset Date Range from the list or enter a custom range by modifying the Start Date and End Date.
  4. Click Run Report.

Customer sales reports

Generate a customer sales report by product class, description, family, or code. Customer reports display:

  • Product code
  • Class name (Class filter only)
  • Family name (Family filter only)
  • Product description (Description filter only)
  • Customer name
  • Customer phone number
  • Customer email address

To generate a customer sales report

  1. On the Reports screen, click the Customers tab.
  2. Filter the report using the available criteria. You can select a preset Date Range from the list or enter a custom range by modifying the Start Date and End Date. To search for all products in the selected stores, leave the search field blank.
  3. Click Run Report.

Payment method sales reports

Generate a payment method sales report by store and date range to view this information by payment method:

  • Number of transactions
  • Total sales amount
  • Currency

To generate a payment method sales report

  1. On the Reports screen, click the Payment Methods tab.
  2. Select a Date Range. You can select a preset Date Range from the list or enter a custom range by modifying the Start Date and End Date.
  3. Select your stores.
  4. Click Run Report.

End of Day Reports

The End of Day report provides this data for each store for a specified date:

  • First and last invoice
  • Total sales amount
  • Total taxes paid
  • Total refunded amount
  • Total gift card redemption amount

The report also provides a detailed breakdown by Class, Family, and Payment Method.

To generate an End of Day report

  1. On the Reports screen, click the End of Day tab.
  2. Select a Date.
  3. Click Run Report.
  4. For each store, click Sales by Class, Sales by Family, or Payment Methods to view a detailed breakdown.
Have more questions? Submit a request || || Request a callback