Reports #
Tap reports.
Main Menu of Reports #
Reports is a feature that will offer you many insights into your business analytics. View reports based around
Sales Summary, Department Sales, Employee Details and many others. All Reports are able to be filtered by
custom date ranges as needed.
View the end of shift report #
Select the End of Shift under the Sales Summary Report.
End of Shift #
End of Shift Report is a report that will provide you with an overview of all of the sales occurring in your store.
You will be able to see broken down information regarding: Cash collected, tax amount, lottery, department sales,
sales by tender, and other deposits.
Select Date Range #
Filter the Select Date Range to view a specific date range of your Sales Summary report.
Select Batch #
Filter the Select Batch to view a specific batch created from the date of your report. This will view the sales summary report for that batch.
Select Employee #
Filter the Select Employee to view your employee’s sales for the specific date.
Employee List #
It will show the entire list of employees.
Select Reg No. #
Filter the Select a Reg No. to view sales per register for the specific date.
View Report #
Tap on the View Report Button to view the report
PDF File #
To download the PDF file format of the report, click the PDF button (red file icon) at the upper-right corner of the screen.
Excel File #
To download the Excel file format of the report, click the Excel button (green file icon) at the upper-right corner of the screen.
Email Report #
Click on the icon to email this report to a specific person.
Enter Name & Email #
Provide the name and email address for the recipient of this report and click submit.
Heart Icon #
To set this report in your favorite tap the “heart” icon.
Favorite #
It will display the configured favorite reports.
Clear Button #
To refresh the report, click the clear button at the upper-right corner of the screen.
View the Day Sales Summary #
Tap on the Day Sales Summary.
Day Sales Summary #
Day Sales Summary Report is similar to an end of day report; it also provides you with an overview of all of the
sales occurring in your store. You will be able to see broken down information regarding: Cash collected, tax
amount, lottery, department sales, sales by tender, and other deposits.
Select Date Range #
Filter the Select Date Range to view a specific date range of your Sales Summary report.
View Report #
Tap on the View Report Button to view the report.
PDF File
To download the PDF file format of the report, click the PDF button (red file icon) at the upper-right corner of the
screen.
Excel File #
To download the Excel file format of the report, click the Excel button (green file icon) at the upper-right corner of the screen.
Email Report #
Click on the icon to email this report to a specific person.
Email Report #
Click on the icon to email this report to a specific person and click submit.
Heart Button #
To set this report in your favorite tap the “heart” icon.
Favorite #
It will display the configured favorite reports.
View the Sales Summary By Date #
Sales Summary by Date Report is a report that will provide you information about your store sales based around
your tender types as well as tax collected and cash drawer functions
Sales Summary By Date #
The totality of the credit card payment, cash, other tender method, the total sum of all tender methods, the totality of tax, net-sales, paid-out, drop function, and the non-revenue item of the store will be listed by date in this section.
Select Date Range #
Filter the Select Date Range to view a specific date range of your Sales Summary By Date report.
View Report #
Tap on the View Report Button to view the report.
PDF File #
To download the PDF file format of the report, click the PDF button (red file icon) at the upper-right corner of the
screen.
Excel File #
To download the Excel file format of the report, click the Excel button (green file icon) at the upper-right corner of
the screen.
Email Report #
Click on the icon to email this report to a specific person.
Enter Name & Email #
Provide the name and email address for the recipient of this report and click submit.
Heart Icon #
To set this report in your favorite tap the “heart” icon .
Favorite #
It will display the configured favorite reports.
View the Department Sales Summary #
Tap on the Departmentwise Sales.
Department Sales Summary #
Department Sales Summary Report is a report that will provide you with sales insight to each of the
departments in your store. It will provide information on quantity of items sold, department selling price, cost,
profit in dollar amount, profit percentage and sales percentage by department in regards to total sales
Select Date Range #
Filter the Select Date Range to view a specific date range of your Department Sales Summary report.
View Report #
Tap on the View Report Button to view the report.
PDF File #
To download the PDF file format of the report, click the PDF button (red file icon) at the upper-right corner of the
screen.
Excel File #
To download the Excel file format of the report, click the Excel button (green file icon) at the upper-right corner of
the screen.
Email Report #
Click on the icon to email this report to a specific person.
Enter Name & Email #
Provide the name and email address for the recipient of this report and click submit.
Heart Button #
To set this report in your favorite tap the “heart” icon.
Favorite #
It will display the configured favorite reports.
View the Department Sales Summary #
Tap on the Departmentwise Sales.
Department Sales Summary #
Department Sales Summary Report is a report that will provide you with sales insight to each of the
departments in your store. It will provide information on quantity of items sold, department selling price, cost,
profit in dollar amount, profit percentage and sales percentage by department in regards to total sales.
Select Date Range #
Filter the Select Date Range to view a specific date range of your Department Sales Summary report.
View Report #
Tap on the View Report Button to view the report.
PDF File #
To download the PDF file format of the report, click the PDF button (red file icon) at the upper-right corner of the
screen.
Excel File #
To download the Excel file format of the report, click the Excel button (green file icon) at the upper-right corner of
the screen.
Email Report #
Click on the icon to email this report to a specific person.
Enter Name & Email #
Provide the name and email address for the recipient of this report and click submit.
Heart Button #
To set this report in your favorite tap the “heart” icon.
Favorite #
It will display the configured favorite reports.
#
View the Sales By Group In-Store #
Tap on Item Sales by Group In-Store Report.
Sales By Group In-Store #
Item Sales by Group In-Store Report will show you information about items sold by specific item groups in store.
It will show information like:
• SKU
• Item Name
• Size
• Pack
• Distributor
• Sold Quantity
• In-Store Quantity
Period Time #
Filter the Select Date Range to view a specific date range of your Item Sales By Group report.
Select Item Group #
Filter the Select Item Group to view a specific item group in your store.
View Report #
Tap on the View Report Button to view the report.
PDF File #
To download the PDF file format of the report, click the PDF button (red file icon) at the upper-right corner of the
screen.
Excel File #
To download the Excel file format of the report, click the Excel button (green file icon) at the upper-right corner of
the screen.
Email Report #
Click on the icon to email this report to a specific person.
Enter Name & Email #
Provide the name and email address for the recipient of this report and click submit.
Heart Button #
To set this report in your favorite tap the “heart” icon.
Favorite #
It will display the configured favorite reports.
Clear Button #
To refresh the report, click the clear button at the upper-right corner of the screen.
View the Sales By Item Summary #
Tap on the Sales By Item Summary report.
Sales By Item Summary #
Sales by Item Summary Report will show you information based around your specific products that have been
sold. It will provide you information about:
• SKU
• Item Name
• UPC
• Unit Cost
• Sold Quantity
• Stock on Hand
• Sales Amount
• Total Amounts
Date Range #
Filter the Select Date Range to view a specific date range of your Sales By Item Summary report.
Select Department #
Filter the Select Department to view the sales of the items that belong to a specific department in your store.
REPORTS – BACK OFFICE Page 84
REPORTS – BACK OFFICE
Select Distributor
Filter the Select Distributor to view the sales of the items that belong to a specific distributor of your store.
View Report #
Tap on the View Report Button to view the report.
PDF File #
To download the PDF file format of the report, click the PDF button (red file icon) at the upper-right corner of the
screen.
Excel File #
To download the Excel file format of the report, click the Excel button (green file icon) at the upper-right corner of
the screen.
Email Report #
Click on the icon to email this report to a specific person.
Enter Name & Email #
Provide the name and email address for the recipient of this report and click submit.
Heart Button #
To set this report in your favorite tap the “heart” icon.
Favorite #
It will display the configured favorite reports.
Clear Button #
To refresh the report, click the clear button at the upper-right corner of the screen.
Action Log #
Action Log Report is a report that will show you information about if your employees Delete or Void a
transaction as well as perform a No Sale (opening of the cash drawer without a sale occurring).
Action Log #
The count of times an action is made will be shown in this report and also the reason why the action is made. It
will show how many times an item is deleted in a transaction, how many times a transaction has been voided,
and how many times the cash drawer is opened without any transaction when ‘No Sale’ is performed.
The description of the items in a transaction will also be shown in this report.
Select Period #
Filter the Select Period to view a specific date range of your Action Log report.
Select Employee #
Filter the Select Employee to view your Employee’s Action Log report.
Select Action #
Filter the Select Action to view a specific action report.
Select Action Dropdown #
Select which action you want to view.
View Report #
Tap on the View Report Button to view the report.
PDF File #
To download the PDF file format of the report, click the PDF button (red file icon) at the upper-right corner of the
screen.
Excel File #
To download the Excel file format of the report, click the Excel button (green file icon) at the upper-right corner of
the screen.
Email Report #
Click on the icon to email this report to a specific person.
Enter Name & Email #
Provide the name and email address for the recipient of this report and click submit.
Heart Button #
To set this report in your favorite tap the “heart” icon.
Favorite #
It will display the configured favorite reports.
Clear Button #
To refresh the report, click the clear button at the upper-right corner of the screen.
View the Cash Drawer Function #
Tap on Cash Drawer Function
Cash Drawer Function #
Cash Drawer Function Report is a report that will show you if any adjustments were made to the cash in the
cash drawer. It will monitor all Pay Ins, Pay Outs, and Drops from the cash drawer. You will also be able to see the
date and time of the functions, employee and shift details, as well as the amount and description/reason for the
cash drawer function occurring.
Select Date Range #
Filter the Select Date Range to view a specific date range of your Cash Drawer Function report.
Select Employee #
Filter the Select Employee to view a specific employee’s cash drawer function report.
Select Operation #
Filter the Select Operation to view a specific cash drawer function.
View Report #
Tap on the View Report Button to view the report.
PDF File #
To download the PDF file format of the report, click the PDF button (red file icon) at the upper-right corner of the
screen.
Excel File #
To download the Excel file format of the report, click the Excel button (green file icon) at the upper-right corner of
the screen.
Email Report #
Click on the icon to email this report to a specific person.
Enter Name & Email #
Provide the name and email address for the recipient of this report and click submit.
Heart Button #
To set this report in your favorite tap the “heart” icon.
Favorite #
It will display the configured favorite reports.
Clear Button #
To refresh the report, click the clear button at the upper-right corner of the screen.
Employee Details #
Employee Detail Report is a report that will provide information about the employee working hours in your store.
It will provide information about the employees name, clock in and out times, work time, break time, and
adjusted time.
Employee Details #
This will show the time card of the employees.
Time Period #
Filter the Time Period to view a specific date range of your Employee Detail report.
Select Employee #
Filter the Select Employee to view a specific employee’s working hours report.
View Report #
Tap on the View Report Button to view the report.
PDF File #
To download the PDF file format of the report, click the PDF button (red file icon) at the upper-right corner of the
screen.
Excel File #
To download the Excel file format of the report, click the Excel button (green file icon) at the upper-right corner of
the screen.
Email Report #
Click on the icon to email this report to a specific person.
Enter Name & Email #
Provide the name and email address for the recipient of this report and click submit.
Heart Button #
To set this report in your favorite tap the “heart” icon.
Favorite #
It will display the configured favorite reports.
Clear Button #
To refresh the report, click the clear button at the upper-right corner of the screen.
Employee Tip/Commission #
Employee Tip & Commission Report is where you can view what your employees have earned in both tips and
commissions for a given time period. You will also be able to view other details about your employee sales like:
• Employee Name
• Sales Count
• Quantity Sold
• Sales Amount ($)
• Discount ($)
• Net Sales ($)
• Average Items Per Sale
• Average Sale Amount
• Tip Total ($)
• Commissions Total ($)
Employee Tip/Commission #
Select Date Range #
Filter the Select Date Range to view a specific date range.
Select Employee #
Filter the Select Employee to view your specific Employee Tip/Commission Report.
View Report #
Tap on the View Report Button to view the report.
PDF File #
To download the PDF file format of the report, click the PDF button (red file icon) at the upper-right corner of the
screen.
Excel File #
To download the Excel file format of the report, click the Excel button (green file icon) at the upper-right corner of
the screen.
Email Report #
Click on the icon to email this report to a specific person.
Enter Name & Email #
Provide the name and email address for the recipient of this report and click submit.
Heart Button #
To set this report in your favorite tap the “heart” icon.
Favorite #
It will display the configured favorite reports.
Clear Button #
To refresh the report, click the clear button at the upper-right corner of the screen.
View the Tender breakdown #
Select the Tender Breakdown under the Sales Summary Report.
Tender breakdown #
Tender Breakdown Report will allow you to view each payment method in your business. You will be able to see
information like:
• Payment method (cash, card, ebt, cheque, etc.)
• Transaction Count by Tender
• Sales Amount ($) by Tender
• Merchant Fee ($) by Tender
• Total Amount ($)
• Total Transactions
Select Date Range #
Filter the Select Date Range to view a specific date range.
Select Batch #
Filter the Select Batch to view your specific batch of Tender Breakdown Report.
Select Employee #
Filter the Select Employee to view your specific employee of Tender Breakdown Report.
View Report #
Tap on the View Report Button to view the report.
PDF File #
To download the PDF file format of the report, click the PDF button (red file icon) at the upper-right corner of the
screen.
Excel File #
To download the Excel file format of the report, click the Excel button (green file icon) at the upper-right corner of
the screen.
Email Report #
Click on the icon to email this report to a specific person.
Enter Name & Email #
Provide the name and email address for the recipient of this report and click submit.
Heart Button #
To set this report in your favorite tap the “heart” icon.
Favorite #
It will display the configured favorite reports.
Clear Button #
To refresh the report, click the clear button at the upper-right corner of the screen.
Employee Work Summary #
Employee Work Summary Report will allow you to view your employees total working hours in your business
broken down by each shift.
Employee Work Summary #
You can now see the Employee Work Summary.
Date Range #
Filter the Select Date Range to view a specific date range.
Select Employee #
Filter the Select Employee to view your specific employee.
View Report #
Tap on the View Report Button to view the report.
PDF File #
To download the PDF file format of the report, click the PDF button (red file icon) at the upper-right corner of the
screen.
Excel File #
To download the Excel file format of the report, click the Excel button (green file icon) at the upper-right corner of
the screen.
Email Report #
Click on the icon to email this report to a specific person.
Enter Name & Email #
Provide the name and email address for the recipient of this report and click submit.
Heart Button #
To set this report in your favorite tap the “heart” icon.
Favorite #
It will display the configured favorite reports.
Clear Button #
To refresh the report, click the clear button at the upper-right corner of the screen.
View the Non revenue amount #
Tap on the Non revenue amount
Non revenue amount #
Non Revenue Amount Report will allow you to view the quantity and sale of Non Revenue Items in your business such as lottery or bottle deposits.
Select Date Range #
Filter the Select Date Range to view a specific date range.
View Report #
Tap on the View Report Button to view the report.
PDF File #
To download the PDF file format of the report, click the PDF button (red file icon) at the upper-right corner of the
screen.
Excel File #
To download the Excel file format of the report, click the Excel button (green file icon) at the upper-right corner of
the screen.
Email Report #
Click on the icon to email this report to a specific person.
Enter Name & Email #
Provide the name and email address for the recipient of this report and click submit.
Heart Button #
To set this report in your favorite tap the “heart” icon.
Favorite #
It will display the configured favorite reports.
Sales By Hour #
Tap on the Sales by Hour.
Sales By Hour #
Sales by Hour Report will breakdown all of your business sales by each hour in each given day.
Select Date Range #
Filter the Date Period to view a specific date range.
View Report #
Tap on the View Report Button to view the report.
PDF File #
To download the PDF file format of the report, click the PDF button (red file icon) at the upper-right corner of the
screen.
Excel File #
To download the Excel file format of the report, click the Excel button (green file icon) at the upper-right corner of
the screen.
Email Report #
Click on the icon to email this report to a specific person.
Enter Name & Email #
Provide the name and email address for the recipient of this report and click submit.
Heart Button #
To set this report in your favorite tap the “heart” icon.
Favorite #
It will display the configured favorite reports.
Daily Sales By Category #
Tap on the Daily Sales by category.
Daily Sales By Category #
Daily Sales by Category Report will allow you to view your sales filtered by specific product categories.
Select Data Range #
Filter the Select Date Range to view a specific date range.
View Report #
Tap on the View Report Button to view the report.
PDF File #
To download the PDF file format of the report, click the PDF button (red file icon) at the upper-right corner of the
screen.
Excel File #
To download the Excel file format of the report, click the Excel button (green file icon) at the upper-right corner of
the screen.
Email Report #
Click on the icon to email this report to a specific person.
Enter Name & Email #
Provide the name and email address for the recipient of this report and click submit.
Heart Button #
To set this report in your favorite tap the “heart” icon.
Favorite #
It will display the configured favorite reports.
View the Category Wise Sales #
Tap on the Category Wise Sales
Category Wise Sales #
Category Wise Sales Report will allow you to check which Categories have the highest sales percentage (%),
sales amount($), and quantity sold. The Category Wise Sales Report will also show you information like the
Department and Category.
Select Date Range #
Filter the Select Date Range to view a specific date range.
View Report #
Tap on the View Report Button to view the report.
PDF File #
To download the PDF file format of the report, click the PDF button (red file icon) at the upper-right corner of the
screen.
Excel File #
To download the Excel file format of the report, click the Excel button (green file icon) at the upper-right corner of
the screen.
Email Report #
Click on the icon to email this report to a specific person.
Enter Name & Email #
Provide the name and email address for the recipient of this report and click submit.
Heart Button #
To set this report in your favorite tap the “heart” icon.
Favorite #
It will display the configured favorite reports.
View the Sales By Comparison #
Tap on the Sales By Comparison
Sales By Comparison #
The report will illustrate comparisons between total sales, quantity sold, and gross profit.
Period #
filter
You have the ability to filter the report by
• Department
• Category
• Item Group
View Report #
Tap on the View Report Button to view the report.
PDF File #
To download the PDF file format of the report, click the PDF button (red file icon) at the upper-right corner of the
screen.
Excel File #
To download the Excel file format of the report, click the Excel button (green file icon) at the upper-right corner of
the screen.
Email Report #
Click on the icon to email this report to a specific person.
Enter Name & Email #
Provide the name and email address for the recipient of this report and click submit.
Heart Button #
To set this report in your favorite tap the “heart” icon.
Favorite #
It will display the configured favorite reports.
Check Payment Summary #
Tap on the Check Payment summary
Check Payment Summary #
Check Payment Summary Report typically refers to a report that summarizes transactions where customers
have paid by check, displaying the check number, amount, and corresponding dates.
Date Period and Register No. #
Filter the Date Period and Register Number to view a specific date and register.
View Report #
Tap on the View Report Button to view the report.
PDF File #
To download the PDF file format of the report, click the PDF button (red file icon) at the upper-right corner of the
screen.
Excel File #
To download the Excel file format of the report, click the Excel button (green file icon) at the upper-right corner of
the screen.
Email Report #
Click on the icon to email this report to a specific person.
Enter Name & Email #
Provide the name and email address for the recipient of this report and click submit.
Heart Button #
To set this report in your favorite tap the “heart” icon.
Favorite #
It will display the configured favorite reports.
Clear Button #
To refresh the report, click the clear button at the upper-right corner of the screen.
View the Registerwise Batch Tender Sales Analysis #
Tap on the Registerwise Batch Tender Sales Analysis
Registerwise Batch Tender Sales Analysis #
Register Wise Batch Tender Sales Analysis refers to a detailed summary of transactions processed through a
particular payment terminal or register during a specific time period.
Time Period #
Filter the Time Period to view a specific date range.
Register No. #
Filter the Reg No. to view your specific Register Number.
Tender Type #
Filter the Tender Type to view your specific Tender type.
View Report #
Tap on the View Report Button to view the report.
PDF File #
To download the PDF file format of the report, click the PDF button (red file icon) at the upper-right corner of the
screen.
Excel File #
To download the Excel file format of the report, click the Excel button (green file icon) at the upper-right corner of
the screen.
Email Report #
Click on the icon to email this report to a specific person.
Enter Name & Email #
Provide the name and email address for the recipient of this report and click submit.
Heart Button #
To set this report in your favorite tap the “heart” icon.
Favorite #
It will display the configured favorite reports.
Clear Button #
To refresh the report, click the clear button at the upper-right corner of the screen.
