The Items Report 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. The Items report will display a table view breakdown of all Items sold in the selected date range, a summary of the dollar amount of the sales of those items, and if there is an inventory count associated with the Item, it will display the current stock based on starting point of Items and deducting sales.
Many merchants will see Custom Item in this list. Custom Item is a placeholder for any sale processed as a 'Quick Item' in which an Item is not added from the catalog, but simply a total for a sale is entered.
Filters
Once the Items 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.
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.
The Items Report also includes a Search bar to enter in a key term to narrow down report results. An additional filter button next to the search bar allows you to select specific Categories and/or Users. You can identify this by a small blue button with three horizontal lines.
Report Data
The Items Report displays in a table view with each row representing an Item from your Item Catalog which was sold within your date range and that also meets any other filter applied. Items will display as the first column header. Each additional column header will define the content in the table. Clicking on the arrows to the right of each column name will sort the table alphanumerically by the data within that column. A red arrow indicates the column that is currently sorting the table and in which order. The final row in the table will provide totals for each column.
Report Content
Item: Displays the Item Name from your Item Catalog. Custom Item represents Quick Items and transactions linked to previously deleted items.
# Of Items Sold: Displays the total number of items sold.
$ Of Items Sold: Displays the dollar amount value of total items sold.
Current Count: Displays the current stock level of your Item. This will only calculate if you have a previous count identified in your Item Catalog, and your item is configured to be tracked in your Inventory. You can read more about Item Catalog Configuration in this article.
Category: Displays the Category associated with the item. This will be blank if there is no Category associated with the item.
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.