Viewing Sales Summary Reports

At the end of the day, you may want to view a summary of your sales for the day or week. This can assist you with reconciling sales made with different payment types. The sales summary report provides a breakdown by card type by day and includes taxes or discounts applied.  

To view sales summary reports:

  1. From the navigation panel, Click on “Reporting”. The sales summary for the current date will automatically load.

  1. You can filter transactions using the left-side menu and click “Run Report”. You can filter by:
    • Report type: You can filter transactions using the left-side menu and click “Run Report”. You can filter by:
    • Date: choose either the “Custom Range” filter or a preset date range (“yesterday”, “this week”, “last 7 days”, “this month”, “last 30 days”, “this year”, “last 12 months”, or “all time”)
    • Employee: choose any one particular employee's sales to view
    • Currency: choose between CAD and USD if you have both currency types

  1. To view more detail, click on the row by payment type. Clicking on a date will allow you to see all transactions made on that date with the chosen card type. 

To export a sales summary report, go to "My Transactions".

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