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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
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        • Check Cash Voucher information on reports
        • Check Discount Coupon information on reports
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        • View and manage Shift Report
    • Transaction report
        • View and manage Transaction Report
    • Pre-order report
        • View and manage Pre-order Report
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        • View and manage Item Audit Trail Report
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        • Check discount coupon information and transaction history
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        • Check cash voucher information and transaction history
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    • Sales by Vendor report (Food Court)
        • Set up Sales by Vendor report (Food Court)
        • View and manage Sales by Vendor report
        • Send Sales by Vendor report automatically to registered vendors

Table of Contents

View and manage Sales by Period report

Learn how to generate a Sales by Period report on the Merchant Portal.

The Sales By Period report summarizes all sales, categorized by customizable reporting periods. For example, you could create reporting periods for "Lunch" from 12:00 to 14:00 and "Happy Hour" from 17:00 to 18:00. The report will then display sales figures specifically for those time frames.

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Note: If no reporting period has been created, the Period section will display as "Undefined." To create a reporting period, refer to Set up and manage a Reporting Period.

In this article, you’ll learn how to generate and export a Sales by Period report.

View Sales by Period report

To view your Sales by Period report, follow the steps below: 

Merchant Portal (Classic Theme)

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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," click on Sales By Period.
  4. Select the date range that you wish to include in the report.
  5. Click on Submit to retrieve the records.
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Merchant Portal 2.0

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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. Click on Sales. Then, select Sales by Period.
  4. Select the date range that you wish to include in the report. 
  5. Select if you want to include sales items only, non-sales items only, or show both.
  6. Click on Submit to retrieve the records.
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Export Sales by Period report

Merchant Portal (Classic Theme)

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

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

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Merchant Portal 2.0

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

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

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sales by period report reporting period reporting sales report

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