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Hourly Sales Report

Last Updated: November 13, 2025

This guide provides a straightforward method for generating Hourly Sales Reports, essential for tracking sales performance by specific timeframes. It outlines the necessary steps to filter and customize reports based on location, employee, and date, ensuring you get the precise data you need. Additionally, it offers options for downloading the report in various formats, making...

Discount Amount Report

Last Updated: November 13, 2025

This guide provides a straightforward process for generating sales reports focused on what discounts were applied from price rules. Price Rules-Discount quantity-Reward redeemed-Discount breakdown 1. Click “Reports” on the sidebar 2. Click “Sales Reports” 3. Select “Discount amount” 4. Choose the “Period Type”(see next slide) Next “Get report” 5. “Period Type” list 6. Download the...

Credit Card Report

Last Updated: November 13, 2025

This guide provides a straightforward process for generating credit card sales reports. 1. Click “Reports” on the sidebar 2. Click “Sales Reports” 3. Select “Credit card report” 4. Choose a “Period Type”(see next slide) and “Location” choose a single or all location and click get “Get report” 5. “Period Type” list 6. Choose from credit...

Cost of Items Sold Report

Last Updated: November 13, 2025

This guide provides a straightforward method for generating a Cost of Items Sold report, essential for analyzing sales performance and inventory costs. By following the simple steps outlined, users can easily customize their reports based on various filters, ensuring they obtain relevant data for informed decision-making. Additionally, the option to download reports in multiple formats...

Cost of Items Sold by Category Report

Last Updated: November 13, 2025

This guide provides a straightforward method for generating a detailed Cost of Items Sold by Category report, essential for analyzing sales performance. It outlines the necessary steps to filter and customize the report based on various criteria, ensuring users can obtain relevant insights. Additionally, it offers options for downloading the report in multiple formats, making...

Sales Report (Gross + Net Sales)

Last Updated: November 13, 2025

This guide provides a straightforward method for generating a sales report that shows the GROSS + NET SALES. 1. Click “Reports” on the sidebar 2. Click “Sales Reports” 3. Select “Sales report(Gross + Net Sales)” from report menu dropdown 4. Choose “Period Type” 5. Click “Get report” 6. To download the report choose CSV, EXCEL,...

Vendor Sales Valuation Report (Date Range, Wholesale & Retail)

Last Updated: November 13, 2025

This guide provides a straightforward process for generating a Vendor Sales Valuation Report, essential for analyzing sales performance across various vendors, locations, and categories. By following the steps outlined, users can efficiently customize their reports based on specific date ranges and gain valuable insights into wholesale and retail sales. 1. From the dashboard, click on...

Vendor Sales + Quantity On Hand Report (Date Range, Wholesale & Retail)

Last Updated: November 13, 2025

This guide provides a simple method for generating comprehensive inventory reports that detail vendor sales and quantity on hand, tailored to specific date ranges and locations. You can easily access and download reports in various formats, enhancing your ability to analyze sales data effectively. 1. Click “Reports” 2. Click “Product Reports” 3. Select the “Vendors...

Scanned Package Totals (Date Range)

Last Updated: November 13, 2025

This guide provides a straightforward method for generating inventory reports focused on scanned package totals within a specified date range. By following the simple steps outlined, users can efficiently access and download essential data in various formats, enhancing inventory management and decision-making processes. It’s an invaluable resource for anyone looking to streamline their reporting tasks...

Scan Journal (Date Range)

Last Updated: November 13, 2025

A scan journal report in a Point of Sale (POS) system is a detailed record or log of all items that were scanned during to add/modify the inventory within a specific period. It is essentially a digital, item-by-item breakdown of all items scanned into the system. 1. Click “Reports” on the sidebar 2. Click “Product...