In-app reporting

In-app reporting gives you access to real-time information about your customers and your sales.

Access reporting through the Navigation Menu. You will see Transactions, Reports, and Customers.

Transactions

Transactions is a listing of all transactions, which can be viewed Daily, Weekly, Monthly, Yearly, or within a Custom Range. You can also search by the last 4 digits, customer name, or customer email to find a specific transaction. The Search bar provides quick access to void or refund a transaction.

Reports

Reports is an overview of your sales. Tap the hamburger icon at the top left to view Volume, Method, Customers, Employees, Items, Categories, or Reports. Change the date range of your reporting by hitting the calendar icon.

Customers

The Customers report shows a list view of all customer names, emails, and number of transactions. Enter a name in the Search field. Tap on the customer to edit their information, or tap View Transactions to see specific transaction detail.

CHAT WITH US