Viewing branch sales reports
The Report tab breaks a branch's trading down by payment method, transaction type, tax, category, product and employee for whatever period you choose.
Where to find it: Sidebar → Branches → click the branch's card → Report
Everything on the tab follows the date range you pick with the date range picker at the top right. Change the range and every table refreshes.
Merchants on the pay-as-you-go plan see only the Payment methods and Transactions breakdown sections.
Choosing which sections to show
Steps
- Go to the branch → Report.
- Click Add sections at the top right.
- Tick the sections you want and untick the ones you don't. The six available are Payment methods, Transactions breakdown, Taxes, Transactions by category, Transactions by products and Transactions by employee.
- Click Done, or Close to leave your selection as it was.
What happens next
The page redraws with just the sections you ticked. If you leave only one section ticked, it expands to fill the page and shows all of its rows instead of the first few.
Your selection also decides what an export contains — see below.
Filtering a table
Most tables have a Filter button in their heading. Click it to choose which rows to include: payment methods, taxes, categories, products or employees. Type in the search box to narrow a long list, use Select all where it's offered, then click Done — or Close to cancel.
Filters apply to that table only, and they carry through into the export. Transactions breakdown has no filter.
Seeing a whole table
Tables on the tab are cut off after the first few rows. Where there's more to see, a See all button appears underneath. It opens that section full-screen on its own page, with the same Add sections, date range and Export report controls at the top. The link at the top left labelled Report takes you back, and your filters and date range are kept.
Exporting the report
Steps
- Set the date range, tick the sections you want in Add sections, and set any table filters.
- Click Export report.
- In Export as, choose CSV or PDF.
- Click Export, or Close to cancel.
What happens next
The file downloads to your computer and the message "Report exported successfully" appears. The file is named after the branch and the date you exported it.
The export contains exactly what's on screen: the sections you currently have ticked, filtered the way you've filtered them, for the current date range. The date range and the export date are written at the top of the file. Sections you've unticked are not included.
Field reference
| Field | What to enter | Rules |
|---|---|---|
| Export as | CSV or PDF | Required — the export won't run until you choose a format |
What the report columns mean
| Column | What it counts |
|---|---|
| Payment method | How the customer paid: Card, Cash, Bank or WollettePay |
| Sales transactions | Number of sales taken with that payment method |
| Sales amount | Money taken in sales |
| Refunds transactions | Number of refunds given |
| Refund amount | Money paid back out in refunds |
| Gross amount by method | Sales less refunds for that payment method |
| Type | On Transactions breakdown: Sales, Refunds or Waste — written-off stock is reported as its own transaction type alongside sales and refunds |
| Transactions | Number of transactions of that type |
| Gross amount | Total value of those transactions |
| Tax name / Tax rate | The tax as set up in your catalogue, and the percentage applied |
| Tax collected | Tax charged on the period's sales for that tax |
| Total tax collected, Net sales, Gross sales | The summary panel beside the taxes table: tax charged, sales before tax, and sales including tax |
| Category / Product name / Employee | What the row is broken down by |
| Sales quantity / Sales amount | Units sold and their value |
| Refunds quantity / Refunds amount | Units refunded and their value |
| Wastage quantity / Wastage amount | Units written off as waste and their value |
| Total | The green row at the foot of a table, summing the rows above it |