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FAQs Reports

  1. What reports do you offer?
  2. What reports are best for end of the month reporting?
  3. What report can I run before my club run to see club sections?
  4. What reports include tips and the staff assigned to the order as a sales associate?
  5. What is the difference between Sales Detail and Sales Detail X report?
  6. Can I run a report for sales by sales associate? 

What reports do you offer?

We offer various reports on sales and order details. For more information on our reports please feel free to review them here.

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What reports are best for end of the month reporting?

The reports that are best for month end reportings are Sales Detail and Payment Reports.

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What report can I run before my club run to see club sections?

Generating a Club Members report can display a lot of information on every club member. 

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What reports include tips and the staff assigned to the order as a sales associate?

Sales By Date report is an excellent base report to review tips for each sales associate per transaction. By using the Memorize option on the report you can customize the output to give only the columns required to report on tips and sales associates. Note that to sort transactions by associate you will need to sort the export in Excel. 

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What is the difference between Sales Detail and Sales Detail X report?

This is the most comprehensive of all your sales reports. This report will allow you to view the specific details of each order between a specific date range. However, Sales Detail X is formatted so that auto-sum functions can be used in excel.

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Can I run a report for sales by sales associate? 

The best report to use to create a sales by sales associate would be to use the Sales By Date report. There is a Sales Associate column within the exported CSV file, and using the Memorize option on the report will allow you to customize the CSV file to fit your reporting needs. For more information please see the Customizing Sales Reports Documentation. 

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