Detailed Sales Transaction Report
This report will give you in depth details about your transactions including amounts, invoice numbers, discounts, delivery and service charges, tax collected and more.
- To run a DETAILED SALES TRANSACTION REPORT, first locate the REPORT MANAGER in the BackOffice.
- Select the REPORTING button from the STORE section of the MAIN MENU on the left side of the screen.
- Once in the REPORTS MANAGER, select the SALES tab on the left side of the screen.
- From the sales report list, choose the DETAILED TRANSACTION ACTIVITY report.
- After selecting the detailed transaction activity report, select the column icon
check the desired attributes you would like included in the report: Order Number, Product Price, Unites Sold, Service Charge, Delivery Charge, Tax Amount, Order Total, Date of Order, Payment Method and Order Type are pre-selected. You can choose to add additional attributes from the list. - When all desired columns have been selected, click OK.
- Once the columns have been selected, next select how you would like the report sorted. You can choose to have the report sorted by the Order Number, Product Price, Unites Sold, Service Charge, Delivery Charge, Tax Amount, Order Total, Date of Order, Payment Method or Order Type . If you have no preference, the report will be sorted by default.
- You are also able to choose if you would like your report sorted ascending or descending. If you have no preference, the report will be sorted ascending by default
- After you have set your sort by preferences, if any, select the desired dates to be included in the report.
- Once you have entered all desired criteria, click RUN.
- A Detailed Transaction Activity Report will generate.
- If you are looking to FILTER the report so that it shows ONLY the transactions associated with the specific filters applied you will use the filter fields in the right corner of the report.
- To filter the report, begin by clicking in the FILTER BY field. From the drop down, select the specific filter characteristic.
- Next, click on the COMPARISON field. From the drop down select the comparison operation you would like applied.
- Lastly, enter your filter criteria in the last field.
- Once you have entered the filter options, the Detailed Sales Transactions Report will now only show transactions associated with the filter criteria.
For example, if you are looking to view a report of detailed transactions that used CASH as the form of payment, you would choose PAYMENT METHOD from the filter field drop-down menu, EQUALS from the comparison field drop-down, and type in CASH in the filter criteria field.
- If you wish to export the Detailed Sales Transaction Report, select the desired export method.
- To save the report, click the SAVE icon.
- To email the report, click the EMAIL icon.
- To print the report, click the PRINT icon.
- To export the report to a PDF, click the PDF icon.
- To export the report to an EXCEL document, click the EXCEL icon.
Sales by House Account
This report will display a list of all customers, invoice numbers, outstanding balances, amounts paid, totals, and total purchased within a specified date range for your house charges.
- To run a SALES BY HOUSE ACCOUNT REPORT, first locate the REPORT MANAGER in the BackOffice.
- Select the REPORTING button from the STORE section of the MAIN MENU on the left side of the screen.
- Once in the REPORTS MANAGER, select the SALES tab on the left side of the screen.
- From the sales report list, choose the SALES BY HOUSE ACCOUNT report.
- After selecting the sales by house account report, select the column icon check the desired attributes you would like included in the report: First Name, Last Name, Business Name, Total Paid and Amount Due are pre-selected. You can choose to add additional attributes from the list.
- When all desired columns have been selected, click OK.
- Once the columns have been selected, next select how you would like the report sorted. You can choose to have the report sorted by the one of the selected columns . If you have no preference, the report will be sorted by default.
- You are also able to choose if you would like your report sorted ascending or descending. If you have no preference, the report will be sorted ascending by default
- After you have set your sort by preferences, if any, select the desired dates to be included in the report.
- Once you have entered all desired criteria, click RUN.
- A Sales By House Account Report will generate.
- To save the report, click the SAVE icon.
- To email the report, click the EMAIL icon.
- To print the report, click the PRINT icon.
- To export the report to a PDF, click the PDF icon.
- To export the report to an EXCEL document, click the EXCEL icon.
Gift Cards
This report displays a list of all gift card numbers with opening and remaining balances.
- To run a GIFT CARD REPORT, first locate the REPORT MANAGER in the BackOffice.
- Select the REPORTING button from the STORE section of the MAIN MENU on the left side of the screen.
- Once in the REPORTS MANAGER, select the SALES tab on the left side of the screen.
- From the sales report list, choose the GIFT CARDS report.
- After selecting the gift cards report, select the column icon check the desired attributes you would like included in the report: Gift Card Number and Gift Card Total are pre-selected. You can choose to add additional attributes from the list. (If you are wanting to see the remaining balance on the card, make sure to select the REMAINING box.)
- When all desired columns have been selected, click OK.
- Once the columns have been selected, next select how you would like the report sorted. You can choose to have the report sorted by the one of the selected columns . If you have no preference, the report will be sorted by default.
- You are also able to choose if you would like your report sorted ascending or descending. If you have no preference, the report will be sorted ascending by default
- After you have set your sort by preferences, if any, select the desired dates to be included in the report.
- Once you have entered all desired criteria, click RUN.
- A Gift Cards Report will generate.
- If you are looking to find a specific characteristic within the report, SEARCH the report by the specific characteristic. To change the search by characteristic, click the filter icon
in the search bar and select the desired search characteristic from the drop-down menu. - When using the search bar, the desired characteristic will appear in red within the report.
For example, if you are looking to quickly find the original balance on a specific gift card, you would search the gift card number. After you have searched the gift card number, you will be able to easily differentiate the original balance associated with that gift card number alongside the other gift cards. 
- If you wish to export the Gift Cards Report, select the desired export method.
- To save the report, click the SAVE icon.
- To email the report, click the EMAIL icon.
- To print the report, click the PRINT icon.
- To export the report to a PDF, click the PDF icon.
- To export the report to an EXCEL document, click the EXCEL icon.
Sales Discounts
This report provides a list of sales transactions and the respective discount amounts applied.
- To run a SALES DISCOUNT REPORT, first locate the REPORT MANAGER in the BackOffice.
- Select the REPORTING button from the STORE section of the MAIN MENU on the left side of the screen.
- Once in the REPORTS MANAGER, select the SALES tab on the left side of the screen.
- From the sales report list, choose the SALES DISCOUNTS report.
- After selecting the sales discounts report, select the column icon check the desired attributes you would like included in the report: Order Number, Date of Order, Order Total, Global Discount, Customer Profile Discount, Product Code, Product Discount, First Name, Last Name, Business Name and Primary Phone are pre-selected. You can choose to add additional attributes from the list.
- When all desired columns have been selected, click OK.
- Once the columns have been selected, next select how you would like the report sorted. You can choose to have the report sorted by the one of the selected columns . If you have no preference, the report will be sorted by default.
- You are also able to choose if you would like your report sorted ascending or descending. If you have no preference, the report will be sorted ascending by default
- After you have set your sort by preferences, if any, select the desired dates to be included in the report.
- Once you have entered all desired criteria, click RUN.
- A Sales Discount Report will generate.
- To save the report, click the SAVE icon.
- To email the report, click the EMAIL icon.
- To print the report, click the PRINT icon.
- To export the report to a PDF, click the PDF icon.
- To export the report to an EXCEL document, click the EXCEL icon.
Sales by Product
This report will give you a breakdown of sales by products sold. You are able to include the product code, name, sales amount and units sold.
- To run a SALES BY PRODUCT REPORT, first locate the REPORT MANAGER in the BackOffice.
- Select the REPORTING button from the STORE section of the MAIN MENU on the left side of the screen.
- Once in the REPORTS MANAGER, select the SALES tab on the left side of the screen.
- From the sales report list, choose the SALES BY PRODUCT report.
- After selecting the Sales By Product Report, select the column icon
and check: Product Code, Product Name, Units Sold, Extended, Percent of Total and uncheck the Average Order. - When all desired columns have been selected, click OK.
- Once the columns have been selected, next select how you would like the report sorted. You can choose to have the report sorted by the product code, product name, units sold, extended or percent of total. If you have no preference, the report will be sorted by default.
- You are also able to choose if you would like your report sorted ascending or descending. If you have no preference, the report will be sorted ascending by default
- After you have set your sort by preferences, if any, select the desired dates to be included in the report.
- Once you have entered all desired criteria, click RUN.
- A Sales by Product Report will generate.
- If you are looking to FILTER the report so that it shows ONLY the transactions associated with the specific filter applied you will use the filter fields in the right corner of the report.
- To filter the report, begin by clicking in the FILTER BY field. From the drop down, select the specific filter characteristic.
- Next, click on the COMPARISON field. From the drop down select the comparison operation you would like applied.
- Lastly, enter your filter criteria in the last field.
- Once you have entered the filter options, the Detailed Sales Transactions Report will now only show transactions associated with the filter criteria.
For example, if you are looking to view a report of a specific product, you would choose PRODUCT CODE from the filter field drop-down menu, EQUALS from the comparison field drop-down, and type in the desired PRODUCT CODE in the filter criteria field.
- If you wish to export the Sales By Product Report, select the desired export method.
- To save the report, click the SAVE icon.
- To email the report, click the EMAIL icon.
- To print the report, click the PRINT icon.
- To export the report to a PDF, click the PDF icon.
- To export the report to an EXCEL document, click the EXCEL icon.
Sales By Employee
This report provides totals for employees given the specific parameters.
- To run a SALES BY EMPLOYEE REPORT, first locate the REPORT MANAGER in the BackOffice.
- Select the REPORTING button from the STORE section of the MAIN MENU on the left side of the screen.
- Once in the REPORTS MANAGER, select the SALES tab on the left side of the screen.
- From the sales report list, choose the SALES BY EMPLOYEE report.
- After selecting the sales by employee report, select the column icon check the desired attributes you would like included in the report: Employee Name and Order Total are pre-selected. You can choose to add additional attributes from the list.
- When all desired columns have been selected, click OK.
- Once the columns have been selected, next select how you would like the report sorted. You can choose to have the report sorted by the one of the selected columns . If you have no preference, the report will be sorted by default.
- You are also able to choose if you would like your report sorted ascending or descending. If you have no preference, the report will be sorted ascending by default
- After you have set your sort by preferences, if any, select the desired dates to be included in the report.
- Once you have entered all desired criteria, click RUN.
- A Sales By Employee Report will generate.
- To save the report, click the SAVE icon.
- To email the report, click the EMAIL icon.
- To print the report, click the PRINT icon.
- To export the report to a PDF, click the PDF icon.
- To export the report to an EXCEL document, click the EXCEL icon.
Deleted Orders
This report allows you to view a list of all sales marked as deleted.
- To run a DELETED ORDERS REPORT, first locate the REPORT MANAGER in the BackOffice.
- Select the REPORTING button from the STORE section of the MAIN MENU on the left side of the screen.
- Once in the REPORTS MANAGER, select the SALES tab on the left side of the screen.
- From the sales report list, choose the DELETED ORDERS report.
- After selecting the deleted orders report, select the column icon check the desired attributes you would like included in the report: Date of Order and Order Total are pre-selected. You can choose to add additional attributes from the list.
- When all desired columns have been selected, click OK.
- Once the columns have been selected, next select how you would like the report sorted. You can choose to have the report sorted by the one of the selected columns . If you have no preference, the report will be sorted by default.
- You are also able to choose if you would like your report sorted ascending or descending. If you have no preference, the report will be sorted ascending by default
- After you have set your sort by preferences, if any, select the desired dates to be included in the report.
- Once you have entered all desired criteria, click RUN.
- A Deleted Orders Report will generate.
- If you are looking to find a specific characteristic within the report, SEARCH the report by the desired characteristic. To change the search by characteristic, click the filter icon in the search bar and select the desired search characteristic from the drop-down menu.
- When using the search bar, the desired characteristic will appear in red within the report.
For example, if you are looking to quickly find specific order that was deleted, you would search the Order Number. After you have searched the Order Number, you will be able to easily differentiate the transactions associated with that Order Number alongside the other deleted transactions.
- If you wish to export the Deleted Orders Report, select the desired export method.
- To save the report, click the SAVE icon.
- To email the report, click the EMAIL icon.
- To print the report, click the PRINT icon.
- To export the report to a PDF, click the PDF icon.
- To export the report to an EXCEL document, click the EXCEL icon.
Refunds
This report shows a comprehensive breakdown of all sales refund information.
- To run a REFUNDS REPORT, first locate the REPORT MANAGER in the BackOffice.
- Select the REPORTING button from the STORE section of the MAIN MENU on the left side of the screen.
- Once in the REPORTS MANAGER, select the SALES tab on the left side of the screen.
- From the sales report list, choose the REFUNDS report.
- After selecting the gift cards report, select the column icon check the desired attributes you would like included in the report: Order Number, Refunded Sub-Total, Refunded Shipping, Refunded Service, Refunded Tax and Refunded Total are pre-selected. You can choose to add additional attributes from the list.
- When all desired columns have been selected, click OK.
- Once the columns have been selected, next select how you would like the report sorted. You can choose to have the report sorted by the one of the selected columns . If you have no preference, the report will be sorted by default.
- You are also able to choose if you would like your report sorted ascending or descending. If you have no preference, the report will be sorted ascending by default
- After you have set your sort by preferences, if any, select the desired dates to be included in the report.
- Once you have entered all desired criteria, click RUN.
- A Refunded Orders Report will generate.
- If you are looking to find a specific characteristic within the report, SEARCH the report by the desired characteristic. To change the search by characteristic, click the filter icon in the search bar and select the desired search characteristic from the drop-down menu.
- When using the search bar, the desired characteristic will appear in red within the report.
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For example, if you are looking to quickly find specific order that was refunded, you would search the Order Number. After you have searched the Order Number, you will be able to easily differentiate the transactions associated with that Order Number alongside the other refunded transactions.
- If you wish to export the Deleted Orders Report, select the desired export method.
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- To save the report, click the SAVE icon.
- To email the report, click the EMAIL icon.
- To print the report, click the PRINT icon.
- To export the report to a PDF, click the PDF icon.
- To export the report to an EXCEL document, click the EXCEL icon.
Sales By Occasion Report
This report displays the total sale count by occasion within the specified date range. It also includes total sales amounts and sales average.
- To run a SALES BY OCCASION, first locate the REPORT MANAGER in the BackOffice.
- Select the REPORTING button from the STORE section of the MAIN MENU on the left side of the screen.
- Once in the REPORTS MANAGER, select the SALES tab on the left side of the screen.
- From the sales report list, choose the SALES BY OCCASION report.
- After selecting the sales by occasion report, select the column icon check the desired attributes you would like included in the report: Occasion and Occasion Count are pre-selected. You can choose to add additional attributes from the list. IF YOU WOULD LIKE TO SEE THE TOTAL DOLLAR AMOUNT FOR EACH OCCASION IN THE REPORT, CHECK THE OCCASION TOTAL BOX AS WELL.
- When all desired columns have been selected, click OK.
- Once the columns have been selected, next select how you would like the report sorted. You can choose to have the report sorted by the one of the selected columns . If you have no preference, the report will be sorted by default.
- You are also able to choose if you would like your report sorted ascending or descending. If you have no preference, the report will be sorted ascending by default
- After you have set your sort by preferences, if any, select the desired dates to be included in the report.
- Once you have entered all desired criteria, click RUN.
- A Sales By Occasion Report will generate.
- To save the report, click the SAVE icon.
- To email the report, click the EMAIL icon.
- To print the report, click the PRINT icon.
- To export the report to a PDF, click the PDF icon.
- To export the report to an EXCEL document, click the EXCEL icon.
Credit Card Summary Report
This report displays a sales summary broken down by credit card type.
- To run a CREDIT CARD SUMMARY REPORT, first locate the REPORT MANAGER in the BackOffice.
- Select the REPORTING button from the STORE section of the MAIN MENU on the left side of the screen.
- Once in the REPORTS MANAGER, select the SALES tab on the left side of the screen.
- From the sales report list, choose the CREDIT CARD SUMMARY report.
- After selecting the credit card summary report, select the column icon check the desired attributes you would like included in the report: Card Type and Total Count are pre-selected. You can choose to add additional attributes from the list.
- When all desired columns have been selected, click OK.
- Once the columns have been selected, next select how you would like the report sorted. You can choose to have the report sorted by one of the columns you previously selected. If you have no preference, the report will be sorted by default.
- You are also able to choose if you would like your report sorted ascending or descending. If you have no preference, the report will be sorted ascending by default
- After you have set your sort by preferences, if any, select the desired dates to be included in the report.
- Once you have entered all desired criteria, click RUN.
- A Credit Card Summary Report will generate.
- To save the report, click the SAVE icon.
- To email the report, click the EMAIL icon.
- To print the report, click the PRINT icon.
- To export the report to a PDF, click the PDF icon.
- To export the report to an EXCEL document, click the EXCEL icon.
Sales By Product Class Report
This report displays sales summary by product catagory.
- To run a SALES BY PRODUCT CLASS REPORT, first locate the REPORT MANAGER in the BackOffice.
- Select the REPORTING button from the STORE section of the MAIN MENU on the left side of the screen.
- Once in the REPORTS MANAGER, select the SALES tab on the left side of the screen.
- From the sales report list, choose the SALES BY PRODUCT CLASS report.
- After selecting the sales by product class report, select the column icon check the desired attributes you would like included in the report: Class Name and Items Sold are pre-selected. You can choose to add additional attributes from the list.
- When all desired columns have been selected, click OK.
- Once the columns have been selected, next select how you would like the report sorted. You can choose to have the report sorted by one of the columns you previously selected. If you have no preference, the report will be sorted by default.
- You are also able to choose if you would like your report sorted ascending or descending. If you have no preference, the report will be sorted ascending by default.
- After you have set your sort by preferences, if any, select the desired dates to be included in the report.
- Once you have entered all desired criteria, click RUN.
- A Sales By Product Class Report will generate.
- To save the report, click the SAVE icon.
- To email the report, click the EMAIL icon.
- To print the report, click the PRINT icon.
- To export the report to a PDF, click the PDF icon.
- To export the report to an EXCEL document, click the EXCEL icon.
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