Note:
If your location uses the Simplified payment flow, please see the article “Simplified Sales Report” instead.
The Sales Report provides a detailed breakdown of all sales activity for your location, helping you track performance, reconcile revenue, and identify trends. This guide explains each section of the report, how the data is calculated, and how to use it effectively in daily operations.
1. What the Sales Report Shows
The Sales Report summarizes all transactions processed within a selected date range. It includes:
Total Sales – Gross revenue before discounts and refunds.
Net Sales – Total revenue after discounts, refunds, and adjustments.
Payment Breakdown – Revenue by payment method (e.g., cash, card, vouchers).
Discounts & Promotions – Total value of discounts applied.
Refunds – Count and value of refunded transactions.
Taxes – Total tax collected.
Products / Categories Performance – Sales by product, category, or department.
2. Selecting a Date Range
You can view sales for:
A single day
A custom date range
Pre-set periods (e.g., last week, last month)
Tip: For end-of-day balancing, select Today. For accounting tasks, use Custom Range to match your reporting period.
3. Understanding Key Metrics
Total Sales
The sum of all items sold before discounts.
Formula: Item Price × Quantity
Discounts
Shows all manual and automatic discounts applied.
Useful for:
Monitoring promotion usage
Identifying staff discount patterns
Net Sales
Revenue after subtracting discounts and refunds.
Formula: Total Sales – Discounts – Refunds
Refunds
Lists refunded transactions and their amounts.
Use to reconcile tills and verify cash/card discrepancies.
Taxes
Total tax collected based on local tax rules.
Accounting teams use this for filings and compliance.
4. Payment Method Breakdown
This section shows how customers paid. Common categories include:
Card payments (Visa, Mastercard, digital wallets, etc.)
Cash
Gift cards
Vouchers / store credit
Third-party payment systems (if enabled)
This helps you:
Match card settlements with your payment provider
Count cash accurately at close of day
Track alternative payment adoption
5. Exporting reports
You can export any Sales Report using the Print button located in the top-right corner of the page.
Selecting this option allows you to:
Export as a PDF for saving or sharing
Print immediately using your browser’s print dialog
This makes it easy to store copies for accounting, audits, or end-of-day reconciliation.