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    Sales report

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      • Sales report
          • View sales and operation overview on the Merchant Portal dashboard
          • View and manage Sales Summary
          • View and manage Hourly Sales Report
          • View and manage Weekly Sales Report
          • View and manage Sales by Period report
          • View and manage Sales by Item report
          • View and manage Sales by Sales Category report
          • View and manage Sales by Product Type report
          • View and manage Item Sold Report
          • View and manage Sales Report
      • Daily Closing report
          • View and manage Daily Closing Report
          • Check pre-order information on the Daily Closing Report
          • Check Cash Voucher information on reports
          • Check Discount Coupon information on reports
      • Shift report
          • View and manage Shift Report
      • Transaction report
          • View and manage Transaction Report
      • Pre-order report
          • View and manage Pre-order Report
      • Audit Trail report
          • View and manage Item Audit Trail Report
          • View and manage Top-Up Credit Refund Report
          • View and manage Void and Returns Report
      • CRM report
          • View and manage Payment Report by Customer
          • View and manage Points Activity Report
      • Inventory
          • View and manage Inventory Adjustment Report
      • Diagnostics
          • Access the Menu Action Log
      • Operation report
          • View and manage Discount Report
          • View and manage Incoming Customers Analysis report
          • View and manage Pay In and Payout report
          • View and manage Queuing Statistics report
          • View and manage Item Preparation Time Report
          • View and manage Reconciliation Report
          • View and manage e-Invoice Report (Malaysia)
          • View and manage On-Premise Payment Abnormal Report
          • View and manage Staff Performance Report
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    Table of Contents

    View and manage Sales Report

    Learn how to get different types of Sales Reports on the Merchant Portal.

    The Merchant Portal allows you to generate various Sales reports to keep track of sales, customer transactions, staff performance, and more. 

    In this article, you’ll learn about the different Sales Reports that you can generate from the Merchant Portal and learn about how to view, print, and export a Sales Report.

    Manage Sales Report

    View Sales Report

    To view your Sales Report, follow the steps below: 

    Merchant Portal (Classic Theme)

    Delete

    Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

    1. Log in to the Merchant Portal.
    2. On the left panel, click on Reporting.
    3. Under Sales, select the type of Sales Report that you want to view. 
    4. Select the date range that you wish to include in the report. 
    5. Click on Submit to retrieve the records.

    Once the Sales Report is generated, you can choose to print the report or export the report in Excel.

    Delete

    Merchant Portal 2.0

    Delete

    Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

    1. Log in to the Merchant Portal.
    2. On the left panel, click on Reporting.
    3. Select the type of Sales report that you want to view.
    4. Select the date range that you wish to include in the report. 
    5. Click on Submit to retrieve the records.

    Once the Sales Report is generated, you can choose to print the report or export the report in Excel.

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    Print Sales Report

    To print a Sales Report, click on Print. Then, select the printer where you want to print the report. Click on Save to confirm.

    Export Sales Report

    To export a Sales Report, click on Export. An Excel file of the report gets downloaded on your computer. Open the file to view your exported Sales Report.

    Sales Report types

    Merchant Portal (Classic Theme)

    Delete

    Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

    Hourly Sales Report

    The Hourly Sales Report shows a Chart View and a Table View of all transactions and Net Sales made per hour. You may customize the Table View report to include other details such as: 

    • Total amount tendered
    • Net Sales (in percent)
    • Transaction count (in percent)
    • Number of customers
    • Average Sales
    • Quantity
    • Quantity (in percent)

    To customize the Table View, click on Settings . Then, select the details that you want to add to the Table View.

    Compare time range

    You can also get a comparison of Sales performance for the same hours during different days. To do this, follow the steps below: 

    1. Log in to the Merchant Portal.
    2. On the left panel, click on Reporting.
    3. Under Sales, select Hourly Sales Report. 
    4. Select the date range that you wish to include in the report. 
    5. Next to Compare Time Range, click on the checkbox.
    6. Select the date range that you want to compare.
    7. (Optional) Click on Advanced Filtering. Then, select a Service Type.
    8. Click on Submit to retrieve the records.
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    Weekly Sales Report

    The Weekly Sales Report shows a summary of all transactions and Net Sales made during the week.

    Compare with last year

    You can also get a week-on-week comparison of Sales performance for the previous year. To do this, follow the steps below: 

    1. Log in to the Merchant Portal.
    2. On the left panel, click on Reporting.
    3. Under Sales, select Weekly Sales Report. 
    4. Select the date range that you wish to include in the report. 
    5. Next to Compare with Last Year, click on the checkbox.
    6. Select the date range that you want to compare.
    7. (Optional) Click on Advanced Filtering. Then, select a Service Type.
    8. Click on Submit to retrieve the records.
    Delete

    Sales By Period 

    The Sales By Period report shows a summary of all Sales during a selected period, as defined by a restaurant’s operation hours. To establish the restaurant’s operation hours, navigate to the left panel and click on Restaurant Settings, then click on Basic Information. Add a period under Operation Hours (by Period).

    Delete

    Note: If there’s no Period created, the Period shows up as Undefined.

    Delete

    Sales By Item

    The Sales By Item report shows a summary of all Sales categorized by Item over a selected period of time.

    Compare time range

    You can also compare Sales By Item performance on different days. To do this, follow the steps below: 

    1. Log in to the Merchant Portal.
    2. On the left panel, click on Reporting.
    3. Under Sales, select Sales By Item. 
    4. Select the base time range that you wish to include in the report.
    5. Next to Compare Time Range, click on the checkbox.
    6. Select the time range that you want to compare. 
      Note: The number of days selected in the Base Time Range must be the same as Compare Time Range. For example, if you selected the last 30 days for the Base Time Range, the Compare Time Range should be 30 days too.
    7. (Optional) Click on Advanced Filtering. You can filter the following information:
      • Time Period
      • Service Type
      • Patron Size
      • Filter by Custom Menu
      • Category
    8. Click on Submit to retrieve the records.
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    General Ledger Report

    The General Ledger Report shows a summary of transactions by Sales Category over a selected period of time. The report includes a quick view of the number of Items sold and the total amount of Sales.

     

    Note: An Undefined tag means that a Sales Category hasn’t been created. To create a Sales Category, a Sales Category must first be set up on an organization level. Then, you can follow the steps below:

    1. Log in to the Merchant Portal.
    2. On the left panel, click on Menu Setup. 
    3. Click on Item. 
    4. Next to the Item that you want to add to a Sales Category, click on Edit .
    5. Scroll down to Sales Categories. Then, click on Add New.
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    Returns Report

    The Returns Report shows a summary of all voided paid transactions over a selected period of time.

    To learn more about the Returns Report, refer to View and manage Void and Returns Report

    Delete

    Void Report

    The Void Report shows a summary of all canceled unpaid orders over a selected period of time. 

    To learn more about the Void Report, refer to View and manage Void and Returns Report.

    Delete

    Pay In and Payout

    The Pay In and Payout report shows a summary of all Pay In, Payout, Drop, and Purchase transactions processed on the POS over a selected period of time.

    Delete

    Sales By Product Type

    The Sales By Product Type report shows a summary of all Sales categorized by Product Type over a selected period of time.

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    Discount Report

    The Discount Report shows a summary of discounts processed over a selected period of time. The Report result categorizes the Discount Report into two types: Discount Report by Types and Discount Report by Staff.

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    Incoming Customers Analysis

    The Incoming Customers Analysis shows a summary of the number of incoming customers, categorized by day and by party size. The Report Result shows the report in Chart View and by Percentage.

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    Queuing Statistics

    The Queuing Statistics shows the statistics for the number of tickets issued versus the number of tickets seated over a selected period of time.

    Delete

    Item Preparation Time Report

    The Item Preparation Time Report shows a summary of the preparation time for all transactions processed on the POS over a selected period of time. The Report Result includes the following information: 

    • Item name
    • Category
    • Quantity
    • Order number
    • Service Type
    • POS send time
    • Kitchen Display System (KDS) completion time
    • Expedite completion time
    • Average time on KDS
    • Average time on Expedite
    • Average total kitchen time
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    Reconciliation Report

    The Reconciliation Report shows a summary of all sales and transactions on the POS over a selected period of time, categorized by Tender type.

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    Item Sold Report

    The Item Sold Report shows a summary of all Items sold over a selected period of time. The Report Result details the quantity sold per item and, if available, the number of times a modifier and an option have been chosen.

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    Abnormal Payment Report

    Any payment transaction that encounters errors are automatically logged. If there are no errors, this section shows up as No Data.

    Delete

    Staff Performance Report

    The Staff Performance Report shows a summary of all sales and transactions processed by a staff member. The Report Result includes the following information: 

    • Date of transaction
    • Total number of transactions per day
    • Total sales
    • Tender details
    Delete
    Delete

    Merchant Portal 2.0

    Delete

    Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

    Sales

    Hourly Sales Report

    The Hourly Sales Report shows a Chart View and a Table View of all transactions and Net Sales made per hour. You may customize the Table View report to include other details such as: 

    • Total amount tendered
    • Net Sales (in percent)
    • Transaction count (in percent)
    • Number of customers
    • Average Sales
    • Quantity
    • Quantity (in percent)

    Compare time range

    You can also get a comparison of Sales performance for the same hours during different days. To do this, follow the steps below: 

    1. Log in to the Merchant Portal.
    2. On the left panel, click on Reporting.
    3. Click on Sales, then select Hourly Sales Report. 
    4. Select the date range that you wish to include in the report. 
    5. To compare time range, click on Compare With then select the date range.
    6. Click on Submit to retrieve the records.
    Delete

    Weekly Sales Report

    The Weekly Sales Report shows a summary of all transactions and Net Sales made during the week.

    Compare with last year

    You can also get a week-on-week comparison of Sales performance for the previous year. To do this, follow the steps below: 

    1. Log in to the Merchant Portal.
    2. On the left panel, click on Reporting.
    3. Click on Sales, then select Weekly Sales Report. 
    4. Select the date range that you want to compare.
    5. Toggle on Compare with Last Year.
    6. Click on Submit to retrieve the records.
    Delete

    Sales By Period 

    The Sales By Period report shows a summary of all Sales during a selected period, as defined by a restaurant’s operation hours. To establish the restaurant’s operation hours, navigate to the left panel and click on Restaurant Settings, then click on Basic Information and select Restaurant Information. Add a period under Reporting Periods.

    Delete

    Note: If there’s no Period created, the Period shows up as Undefined.

    Delete

    Sales By Item

    The Sales By Item report shows a summary of all Sales categorized by Item over a selected period of time.

    Compare time range

    You can also compare Sales By Item performance on different days. To do this, follow the steps below: 

    1. Log in to the Merchant Portal.
    2. On the left panel, click on Reporting.
    3. Click on Sales, select Sales By Item. 
    4. Select the time range that you wish to include in the report.
    5. To compare time range, click on Compare With then select the date range.
    6. Click on Submit to retrieve the records.
    Delete

    Sales by Sales Category

    The Sales by Sales Category report shows a summary of transactions by Sales Category over a selected period of time. The report includes a quick view of the number of Items sold and the total amount of Sales.

    Note: An Undefined tag means that a Sales Category hasn’t been created. To create a Sales Category, a Sales Category must first be set up on an organization level. Then, you can follow the steps below:

    1. Log in to the Merchant Portal.
    2. On the left panel, click on Menu Setup. 
    3. Click on Item. 
    4. Next to the Item that you want to add to a Sales Category, click on Edit .
    5. Scroll down to Sales Categories. Then, click on Add New.
    Delete

    Sales By Product Type

    The Sales By Product Type report shows a summary of all Sales categorized by Product Type over a selected period of time. 

    Delete

    Item Sold Report

    The Item Sold Report shows a summary of all Items sold over a selected period of time. The Report Result details the quantity sold per item and, if available, the number of times a modifier and an option have been chosen.

    Delete

    Audit Trail

    Void Items Report

    The Void Items Report shows a summary of all canceled unpaid items over a selected period of time.

    To learn more about the Void Items Report, refer to View and manage Void and Returns Report.

    Delete

    Void Report

    The Void Report shows a summary of all canceled unpaid orders over a selected period of time. 

    To learn more about the Void Report, refer to View and manage Void and Returns Report.

    Delete

    Returns Report

    The Returns Report shows a summary of all voided paid transactions over a selected period of time. 

    To learn more about the Returns Report, refer to View and manage Void and Returns Report.

    Delete

    Top-up Credit Refund Report

    The Top-up Credit Refund Report shows a summary of refunded and voided Top-up Credits over a selected period of time. The Top-up Credit Refund Report includes the following information:

    • Order number
    • Staff member who processed the return
    • Return/Void reason (if available)
    • Processing time
    • Processing date
    • Returned amount
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    Operation

    Discount Report

    The Discount Report shows a summary of discounts processed over a selected period of time. The Report result categorizes the Discount Report into two types: Discount Report by Types and Discount Report by Staff.

    Delete

    Pay In and Payout

    The Pay In and Payout report shows a summary of all Pay In, Payout, Drop, and Purchase transactions processed on the POS over a selected period of time.

    Delete

    Incoming Customers Analysis

    The Incoming Customers Analysis shows a summary of the number of incoming customers, categorized by day and by party size. The Report Result shows the report in Chart View and by Percentage.

    Delete

    Queuing Statistics

    The Queuing Statistics shows the statistics for the number of tickets issued versus the number of tickets seated over a selected period of time.

    Delete

    Item Preparation Time Report

    The Item Preparation Time Report shows a summary of the preparation time for all transactions processed on the POS over a selected period of time. The Report Result includes the following information: 

    • Item name
    • Category
    • Quantity
    • Order number
    • Service Type
    • POS send time
    • Kitchen Display System (KDS) completion time
    • Expedite completion time
    • Average time on KDS
    • Average time on Expedite
    • Average total kitchen time
    Delete

    Reconciliation Report

    The Reconciliation Report shows a summary of all sales and transactions on the POS over a selected period of time, categorized by Tender type.

    Delete

    E-Commerce Payment Report

    The E-Commerce Payment Report shows a summary of all sales and transactions processed through an online payment gateway connected to the POS.

    Delete

    Abnormal Payment Report

    Any payment transaction that encounters errors are automatically logged. If there are no errors, this section shows up as No Data.

    Delete

    Staff Performance Report

    The Staff Performance Report shows a summary of all sales and transactions processed by a staff member. The Report Result includes the following information: 

    • Date of transaction
    • Total number of transactions per day
    • Total sales
    • Tender details
    Delete
    Delete
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