Reports

48 Articles

Accounts Receivable

Accounts Receivable helps merchants build loyalty by extending unsecured credit to repeat customers and allowing them to prepay an amount to be used against sales. This saves time and increases flexibility by not requiring customers to pay…

Business Overview Reports

The Business Overview report provides a comprehensive snapshot of transactions from within a designated time period. These reports are of great importance for merchants as they include critical sales data impacting sales, orders, revenue, taxes, and much…

Stock Location Reports

Stock Location reports allow merchants to track where items are located in their store, restaurant, or warehouse. This reporting feature makes it easier for merchants to quickly determine where an inventory item is located. Stock Location reports…

Items Reports

The Items report allows merchants to review items sold by the business. Merchants can review inventory levels, prices, and other data for every item they sell. This helps merchants determine at a glance the exact quantity of…

Item Categories Report

Item Categories reports allow merchants to review category and subcategory assignments within Exatouch. This allows merchants to view at a glance all subcategories associated with their respective categories.

Historical Price Reports

Historical Price reports allow merchants to track price changes for the items they sell over time. This benefits merchants by providing historical pricing trends to help make informed decisions about making any future sale price changes. Reports…

Inventory Valuation Reports

Inventory Valuation reports track and display data about an item’s retail value and cost. This data is especially useful when tracking the value and cost of large quantities of items. Merchants can easily determine profit margins at…

Services Reports

Service reports display data about all service transaction data saved in Exatouch. This feature benefits service-related businesses, such as hair salons and spas, caterers, etc., by displaying sales data for services sold.

Service Categories Report

Service Categories reports allow merchants to review category and subcategory assignments within Exatouch. This allows service-based merchants to view at a glance all subcategories associated with their assigned categories.

Historical Cost Reports

Historical Cost reports allow merchants to track how much they spend on the items they sell. These reports benefit merchants by making it easy to track increases/decreases in costs they incur when reordering items. Reports display past…

Matrix Items Report

This report provides visibility on groups and members within a group to ensure all aspects of inventory are entered properly. Matrix Items reports display data about Groups and Members that are part of an Inventory Matrix. Groups…

Inventory Movement Reports

Inventory Movement reports allow merchants to view increases or decreases in inventory for a single item over a specific period of time. Reports apply to sales, refunds and purchase orders, and include any manual inventory adjustments. These…

Inventory Audit Reports

Inventory Audit reports track inventory levels and profit margins earned from items sold. This benefits merchants by providing effective inventory management to maintain profit margins and ensure items aren’t overstocked or understocked.

POS Cloud

Tracking sales, staffing, and other reports is easier with POS Cloud, which allows merchants to monitor business data on the road, off-site, or at home. Accessible from any desktop computer or compatible mobile devices, the POS Cloud…

Sales Report Summaries

Sales Reports pull together data about your sales from your Exatouch database.

Payroll Report

Use the Payroll report to generate time and pay amount information to share with your payroll department in a quick and easy format.

Staff Report Summaries

Staff Reports pull together data about your staff from your Exatouch database.

Promos & Discounts Report

The Promos & Discounts report gives you a broad look at all items sold below established retail cost. Items are grouped by discount type, such as item level promotions, discounts on entire orders, and more!

Use Date Filters to Customize Your Reports

Custom and pre-set date filtering makes creating many of our reports a breeze. Run a single report for custom or pre-set date ranges and periods, or schedule one or more reports with varied ranges to suit your…

Ratings Reports

Two customer experience ratings reports detail the scores left by customers who use your touchscreen customer facing display.

Schedule and Email Reports

Exatouch makes it easy to set up and run custom and standard reports in advance. Navigate to the report work area to set up your report range and type, then tap Send Excel, Send PDF, or Send Word to…

Offline Sales Report

The Offline Sales report allows you to review payment transactions accepted while Exatouch was offline.

Customize Snapshot Report Preferences

Customize Snapshot and Station Snapshot reports to give you a quick overview of business data. Print your snapshot reports directly to your receipt printer.  

Tender Discount & Fees Report

  • Warning: Exatouch versions 8.352 and earlier may not fully comply with recently implemented card brand requirements. Electronic Payments, Inc. strongly recommends you update to the latest version of Exatouch to meet these requirements.
The Tender Discount & Fees…

Taxes Report

Get sales tax information! This financial report summarizes sales tax dollars collected, refunded taxes, total taxes, and taxes with an applied exemption.

Loyalty Summary Report

Track loyalty points for all customers participating in the Customer Loyalty Program. View points earned, redeemed, expired and available in one convenient location! This report is available for merchants with an active Loyalty program.

Delivery Reports

Delivery reports provide valuable insights into all types of in-house and third-party delivery orders. Reports are organized by order, date, vendor, customers, and more!

Snapshot and Station Snapshot Reports

Snapshot and Station Snapshot Reports give you a quick overview of your business data directly from your receipt printer.

Item Code Report

This report displays all liquor items sold with associated item codes, relevant for Michigan liquor merchants.

Delivery Service Status Report

The Delivery Status Report provides a detailed look into delivery order statuses, allowing managers to improve bottlenecks in the delivery process. This report is accessed directly from the Delivery Manager.

Sales by Location Report

The Sales by Location report allows merchants to see which staff members placed an order from a specific table location.

Create a Staff Work Schedule

Work schedules for staff members are set up in the Staff module and are booked in one-week increments.

How to Run Reports

Reports present a comprehensive view of your business so you can make better business decisions. For example, reports can help you easily assess inventory levels so that you can determine how much new stock to purchase. Reports…