Sales reports provide valuable insights into your sales data, helping you track performance, forecast future trends, and make informed promotional decisions based on real data.

To access sales reports, navigate to Reporting > Sales reports, then select one of the default sales reports from the tabs:

• Summary: An overview of how your sales are performing.
• Individual performance: A pre-set report that shows each employee's sales performance. Available with advanced reporting.
• Sales by hour of day: A pre-set report that shows the number of sales you’re making per hour for the current month. Available with advanced reporting.

Understanding sales reports

Report type

By default, your sales reports will display a Sales summary. Use the Report type dropdown to explore specific data points in detail and analyze higher-level trends.

All plans offer access to basic reporting, and some have access to advanced reporting.

Check your plan to see what reports are included:

Measures

Filter your results to focus on different views of your sales using the Measure dropdown.

The scope of sales report measures varies depending on your plan.

Date range

Set the date range for your report using the Date range dropdown. Choose to review sales performance over a specific period with Specify period, which allows the selection of a time frame like Year, Quarter, Month, Week, Day, or Hour.

Comparison

Advanced reporting

The comparison feature allows you to compare selected dates at the same time period in the previous year. This can help you identify seasonal changes in your business.

Using more filters

The filter bar can help you fine-tune your data. To open the filters bar, click More filters. Select whether to Include or Exclude the filter type from the dropdown.

By default, gift card sales are not included in revenue reports. This is because gift cards are counted as a liability until a product or service is redeemed using that value. If the sales where the gift card is sold and the gift card is redeemed were both included in the sales reports, it would give inflated revenue numbers.

You can choose to include gift cards in your reporting by clicking the Include gift card sales toggle.

It is important to take note of a few things when using multiple filters at once:

• Either/Or for Same Type Filters: Multiple filters of the same type broaden the report scope, showing data that matches any of the filters. Learn about more filters.
• And for Different Type Filters: Combining different filter types narrows down the results, showing data that meets all criteria. Learn about more filters.
• Include/Exclude Options: Include shows only data matching the filter, while Exclude omits data matching the filter. Use the dropdown to switch between the include and exclude options.

Formatting results

For a more specific date and time filter, dates can be grouped by clicking Format results. You can group dates by month, weekday, or hour.

Exporting sales reports

Click Export Report to download your data in XLSX or CSV format, which is compatible with spreadsheet applications like Excel or OpenOffice. Saving customized reports requires a Plus plan or the advanced reporting module.

Viewing your sales reports

By default, your sales summary will be shown in a table. To view it as a chart instead, click Chart.

You can hover over a specific point on your chart to view the week and gross revenue for that point.

You can also view a comparison of your sales summary results by using the comparison feature. Hovering over a point will show the week and gross revenue for each point of comparison.

Saving charts

To save chart visualizations,

1. Click Save report.

   

2. A pop-up will display. Select Save to existing report or Save as new report.
3. If you selected Save to existing report, click Save report.
   If you selected Save as new report, enter a Report name and click Save as new report.

The next time you access the Sales report page, the saved chart will be displayed under a tab labeled with the report name you entered.

What's next?