Sales report
Table of Contents
View and manage Weekly Sales Report
Learn how to generate a Weekly Sales Report on the Merchant Portal.
The Weekly Sales Report provides a summary of all transactions and sales made during the week. You can generate a Weekly Sales Report for a selected period or get a week-on-week comparison of sales performance for the previous year.
In this article, you’ll learn how to generate, print, and export a Weekly Sales Report.
View Weekly Sales Report
To view your Weekly Sales Report, follow the steps below:
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
- Log in to the Merchant Portal.
- On the left panel, click on Reporting.
- Under "Sales," click on Weekly Sales Report.
- Select the date range that you wish to include in the report.
- To get a week-on-week comparison of sales performance for the previous year, next to "Compare with Last Year," click on the checkbox.
- You can filter your search further by clicking on Advanced Filtering. Then, select a Service Type.
- Click on Submit to retrieve the records.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
- Log in to the Merchant Portal.
- On the left panel, click on Reporting.
- Click on Sales. Then, select Weekly Sales Report.
- Select the date range that you wish to include in the report.
- To get a week-on-week comparison of sales performance for the previous year, toggle on Compare with Last Year
.
- You can filter your search further by selecting a Dining Type.
- Select if you want to include sales items only, non-sales items only, or show both.
- Click on Submit to retrieve the records.
Print Weekly Sales Report
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
To print a Weekly Sales Report, from the Report Result, click on Print. Then, select the printer where you want to print the report. Click on Save to confirm.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
To print a Weekly Sales Report, click on Print. Then, select the printer where you want to print the report. Click on Save to confirm.
Export Weekly Sales Report
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
To export a Weekly Sales Report, click on Export. An Excel file of the report gets downloaded to your computer. Open the file to view your exported Weekly Sales Report.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
To export a Weekly Sales Report, click on Export. An Excel file of the report gets downloaded to your computer. Open the file to view your exported Weekly Sales Report.
