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Transaction Reports

How do I access my transaction reports?

  1. Go into the 'Finance' module;
  2. Select 'Weekly Sales' to see all of your weekly reports;
  3. Find the dates of the report that you need;
  4. Alongside the dates, you will see an additional button has been added on the far right next to the 'View' button;
  5. Click this button and the 'Weekly Transaction Report' will be downloaded as an excel spreadsheet.
    1. The document may take a few moments to download due to the amount of data that it contains. You can save this document once downloaded, if required.

Please note: The Weekly Transaction Reports run from a Sunday to the Saturday. The reports will not be ready for download until the following Tuesday.

Once downloaded, this report will show three tabs:

  1. 'ITEMS' - This sheet will show all of your sales grouped by product. It will show all financial and VAT information; the zone; which till the transaction was made on; as well as whether it was made online or via the app. Refunds are also included so you can calculate a weekly sum of sales from this report.
  2. 'PAYMENTS' - This sheet will show the total payments taken for the week, from which zone they have been taken, and how they’ve been taken (cash, card loyalty etc…).
  3. 'SALE' - This sheet will show every individual sale for each date. It will also show which Group it relates to if necessary (refunds are also included in this sheet).

Created on 1st February 2021