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.  

Viewing Sales Summary Reports:

  1. From the PayHQ navigation panel, click on 'Reporting'.

  1. Filter transactions using the options above, and click 'Run Report'. You can filter by:
    • Date - using Custom filters will allow you to choose any two dates.  Otherwise, select a preset date range, such as 'yesterday', ‘This Week’, 'last 7 days', ‘This Month’, ‘Last 30 Days’, ‘This Year’, ‘Last 12 Months’, or ‘Custom Range’ from the drop down menu.
    • Employee - to view one particular employee's sales, choose their name from the drop down menu.
    • Currency - If you have both CAD and USD, you can filter for currency type. 

  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. 

Tip: To export a sales summary report, head to My Transactions.

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