Read your sales reports

Set the date range and location first

Every report in the Portal shows numbers for the dates and location selected at the top right. Set these before you read anything.

1. Click the Date box and choose a range, from Today back to Last Year.
2. For specific dates, choose Custom Range and pick a start and end date.
3. With several locations, choose one from the Location dropdown.
4. Click the Refresh button to load the results.

Start with the Sales Summary

This is the one-page answer to "how did we do?" It has six panels and three charts.

The six panels

• Sales: the total of everything sold, and the number of transactions.
• Discounts: dollars discounted, and what share of sales that is.
• Net Sales: sales minus discounts, with the average sale.
• Sales Tax & Fees: tax and fees collected.
• Tips: credit card tips received.
• Total Sales: the overall total for the period.

The three charts

• Revenue across the date range.
• Revenue by day of the week.
• Average revenue by time of day.

Find your busiest days and hours

The Sales menu holds the same numbers cut different ways. Use it to plan staffing and opening hours.

• Trend shows gross sales over time.
• By Day of Week and By Hour of Day show when you are busiest.
• By Day, By Week and By Month of Year show each period side by side.
• By Location, By Register and By User show where and by whom sales were made.

How each report is laid out

• Panels at the top, the same six as the Sales Summary.
• A chart of net sales and number of transactions.
• A table underneath. Click a column name to sort by it.

Compare today with last week and last year

Prior Period Comparison takes one date and shows how it stacks up against the past. It is useful after a promotion or a change you made.

1. Click the Date field at the top right and pick a date.
2. Click Refresh.

The three tables

• Daily Performance: that day, the same day a week earlier, and the same date last year.
• Week to Date: Sunday up to that day, against the prior week and the same week last year.
• Year to Date: the year so far against last year to the same date.

The percentages between columns show how much you are up or down.

See what sells best

Item Mix ranks your items and categories, so you know what to reorder, promote or drop.

• Two pie charts show your top ten by sales and by quantity sold.
• Hover over a slice for its figures. Click a name in the key to hide it from the chart.
• The table lists quantity sold, quantity refunded, sales, refunds, discounts and tax for each item.
• Click a column name to sort, for example to find the most refunded item.

See how customers paid

The Tenders page lists every payment taken, with its type and status. Use it to check the POS against your accounts.

1. Set the date range and click Search.
2. For a narrower search, click Show Advanced Options.
3. Filter by register, batch number, payment type, transaction number, or a lower and upper amount.

Look up a single sale

When a customer or your bookkeeper asks about one purchase, the Transactions page finds it.

1. Set the date range and register, then click Search.
2. To narrow it, open Show Advanced Options and filter by user, register, transaction number or status.
3. Click the chart icon to the left of a sale to open its Transaction Summary.

On the Transaction Summary

• The items, payments and any notes for that sale.
• Details shows the register, staff member, discounts and tips.
• Audits lists every action taken on the sale, such as voids, refunds and discounts.

Match your card deposits

The Merchant Settlement report totals your credit and debit card sales, so you can compare them with your card processor statement.

• Panels at the top total your card sales by type, with an overall total.
• The table below lists each card transaction in the date range.
• Click a transaction number to open its Transaction Summary.
• Use the export button at the top right to download the details.

Export the data

Transactions, batches, tenders, adjustments and audits can all be downloaded from the bottom of their tables.

• Export All downloads every record.
• Export Listed Search Results downloads only what your search is showing.