General Reports

Download historical sales and payment data for in-store transactions with general reports.

Sales Report

• A sales report is a downloaded list of all individual items added to a saved sale or work order during the selected date range.
  • Please note that a sales report doesn't account for (or indicate) payments made, so items that have not yet been paid for can still be in a sales report.
• To download a sales report navigate in Admin to Reports > General reports.
• Select "Sales" from the Report category drop-down.
• Choose the date, or date range, for the reporting period and click "Download".

• A CSV file with all items sold will download to your computer and will contain the following columns:
  • Transaction Date - The date and time the item was sold.
  • Sale ID
  • Customer Last Name
  • Customer First Name
  • Merchant SKU
  • Quantity
  • Unit Price
  • Line Subtotal
  • Discount
  • Tax
  • Line Item Total 
  • Logical Order ID

Payments Report

• A payments report is a downloaded list of all individual payments and refunds during the selected date range.
• To download a payments report navigate in Admin to Reports > General reports.
• Select "Payments" from the Report category drop-down.
• Choose the date, or date range, for the reporting period and click "Download".

• A CSV file with all payments (listed in black) and refunds (listed in red) will download to your computer and will contain the following columns:
  • Date/Time
  • Payment Method
  • Amount
  • Sale ID/Reference ID