Sales Report

The SwipeSimple Sales report offers a daily summary for each day with a breakdown of various components of transactions. It is located in the SwipeSimple Dashboard, nested within the Reports tab. When the Reports item is selected in the sidebar, additional reports will expand below from that selection. Reports are available to SwipeSimple admin users only. 

Once the Sales Report is selected, a default view will load in the main window with a 30 day date range selected. This report can be filtered by a date range selection as well as by Payment Device if your SwipeSimple Company has more than one. The Payment Device filter allows you to select a single device, or choose All.

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Using the date range filter: 

The date range filter expands when you click on it. SwipeSimple will offer some quick buttons to easily select some frequently used date ranges which you’ll see to the left. To the right, there will be two small calendars which allows for the selection of a custom date range. The first one represents the start date and the second represents the end date for your filter selection. A user must select a date from each calendar and then select the Apply button at the bottom left for the selected date range to take effect. If Apply is not selected, and a user clicks out of the calendar, the date range selection window will be dismissed without updating.

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Report Data

The Sales Report displays in a table view with each row representing a date which will display as the first column header. Each additional column header will define the content in the table. The final row in the table will provide totals for each column.

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Report Content

Date: Displays the date in which the row of report data took place

Subtotals: Displays the sales subtotal before any additional factors are applied

Discounts: Displays the total dollar amount of discounts applied to transactions

Sales Taxes: Displays the total dollar amount of sales tax applied to transactions

Adjustments: Displays the total dollar amount of Automatic Adjustments applied to transactions. NOTE: This column header will only appear for merchants who are enrolled in the Automatic Adjustment feature with their Merchant Service Provider.

Tips: Displays the total dollar amount of tips associated with transactions. 

Refunds: Displays the total dollar amount of refunds which took place on this date.

Total Net Sales: Displays the total number of sales calculating the subtotal with any previous factors added (taxes, adjustments, tips) or subtracted (discounts, adjustments, refunds).

Total Net Card: Displays the total number of sales taken with card type including subtotal with any previous factors subtracted (discounts, adjustments, refunds) or added (taxes, adjustments, tips) to the sales.

Total Net Cash: Displays the total number of sales taken with cash type including subtotal with any previous factors subtracted (discounts, adjustments, refunds) or added (taxes, adjustments, tips) to the sales.

Additional Report Details

Export: Clicking Export will automatically download a CSV file of your report data to your computer

Print Table: Generates a print window to send your report results to your printer

Configure Table View: Allows you to hide or show any column in the table.

 

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