The console's Reports page groups the reports by what you want to know. Every report can be downloaded as a CSV file for Excel or your accountant.
Who can see reports
Owners, business managers, branch managers and accountants. Owners, business managers and accountants can also download them.
Which report to open
You want to know | Open |
How one day went, and whether the cash and cards matched | Z-report |
How a week or month went, day by day, against the period before | Sales summary |
What sold best | Products or Categories |
How customers paid | Payments |
The VAT to declare | VAT |
One file for the month's bookkeeping | Accountant file |
Every sale, line or payment, to work with yourself | Data exports |
For the Z-report, see Read the Z report.
Choose the dates and the place
The sales reports start on Last 7 days. Change it to Yesterday, Last 30 days, This week, Last week, or pick dates on the calendar. Reports show one branch at a time: choose the branch.
Sales summary compares each period with the same weekdays a whole number of weeks earlier, so a Monday is never set against a Sunday.
Card payments show under each card terminal's name.
Download a report
Open the report and select Download CSV.
Choose the Language.
Under Numbers, choose For Excel in your country, or International (1234.50) to use a point for decimals.
Select Download.
For your accountant
Accountant file has one row per day: sales, VAT by rate, and payment methods. It starts on last month. Select Download CSV.
Data exports has four files for the dates you choose — Sales, Sale lines, Payments and Cash in and out — each with its own Download CSV.
To give your accountant their own access, invite them as an Accountant: see Add a team member.
If something goes wrong
"No reports yet". Your business isn't set up yet. Finish setting it up from Home.
"None in these dates." Nothing was sold in the dates you chose. Widen the dates.
No Download CSV button. Your role can't download. Ask an owner.