Sales Report Summaries

Using paper certificates? This report returns sales information for gift certificates generated using Exatouch. A summary version of this report is available.

This report does not include information about eGiftSolutions sales or redemptions.

Data Points

• Certificate #
• Customer
• Date
• Amount
• Balance
• Status

If you accept partial payments on orders and maintain open orders for select customers, you can use this report to identify customers who have an open balance. A summary version of this report is available.

Data Points

• Date
• Order ID
• Base Amount
• Discount
• Tax
• Tip
• Svc Chrg
• Total
• Paid
• Balance

Generate a detailed transaction summary for each order, sorted by customer. No summary version of this report is available.

Data Points

The information in this report is grouped by customer, then by order number, date, and time.

• Description
• SKU
• Mfg
• Size
• Color
• Qty
• Price
• Discount
• Ext

Run this report to determine what items were removed from saved open orders or closed orders. Use this information to see trends on items with incomplete sales, or to determine if staff retraining, or other actions are required. A summary version of this report is available.

Data Points

• Description
• SKU
• MFG
• Size
• Color
• QTY
• Price
• Discount
• Ext

Gain valuable insight into the delivery process, including a snapshot of current order status, customer information, and financial information. No summary version of this report is available.

Data Points

Orders are grouped by delivery service, current order status, then staff member.

• Order ID
• 3rd Party Ref
• Date
• Created by
• Customer
• Last Activity
• Base
• Fee
• Tip
• Tax
• Total

Get a detailed look into delivery order statuses, and identify delays in the delivery process so you can alleviate bottlenecks in your delivery process. Navigate to this report from Home to Reports > Delivery > Status Report. No summary version of this report is available.

Data Points

Information is grouped by delivery service, then staff member.

• Order ID
• Date
• Created by
• N to R
• R to O
• O to D
• Total Time

Displays all liquor items sold with associated item codes. This report is relevant for Ohio and Michigan liquor merchants.

Data Points

• Item Description
• Item Code
• Order ID
• Date
• SKU
• Pack Size
• Units
• Sell Price
• QTY
• Discount
• Extended Price

Report Matrix sales by Group, Size, Color, Style, SKU, Category, and Subcategory. No summary version of this report is available.

Data Points

• Order ID
• Date
• Qty
• Price
• Discount
• Ext

Use this report to track payouts to customers and accepted payins processed using the Register App. If you support multiple Exatouch stations, this report is broken out by station name. A summary version of this report is available.

Data Points

• Order ID
• Date
• Staff
• Amount
• Used
• Total
• Status

This financial report returns data on all payment methods used to process payments, including Cash, Credit, Debit, gift, EBT, Check, and any payouts used as a form of payment. Data is grouped by machine that the transaction was closed on. A summary version of this report is available.

Data Points

• Date
• Order ID
• Cash
• CC/Debit/EBT
• Gift
• Check
• Discount
• Reward
• Payout

This report provides detailed information about payments received. No summary version of this report is available.

Data Points

• Order ID
• Date
• Staff
• Type
• Reference
• Amount

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! No summary version of this report is available.

Data Points

Promos and discounts are grouped and totaled by application type, such as Single Line Item or Entire Order, then further grouped and totaled by the specific discount or promo, such as a coupon type, or conditional discount such as buy one, get one.

• Date
• Order ID
• Staff
• Base Amt
• Discount

Run the Ratings report to review the experience scores left by customers who use your touchscreen customer facing display. No summary version of this report is available.

Data Points

Total average ratings are rounded to two decimal places.

• Date
• Order ID
• Staff
• Rating
• Customer (if linked to an existing customer)

Run this report to list payment types refunded to customers as refunded orders, voided orders, and open ended refunds. This includes information related to split tender transactions, payout refunds etc. No summary version of this report is available.

Data Points

Orders are grouped as Refunded, Voided, and Open Refund transactions.

• Order ID
• Date
• Staff
• Payment Type
• Reference
• Amount

Provides a broader view of refunded and voided transactions, refunded payments, and notes, if available. A summary version of this report is available.

Data Points

Orders are grouped by machine (station), then as Void, Refund, and Open Ended Refund types, even if not tied to a specific order.

Totals are provided for each machine (station): if an order was paid for using one device and refunded using another, the refund is listed attached to the machine that processed the original payment.

• Date
• Order ID
• Original ID
• Staff
• Base Amount
• Discount
• Tax
• Tip
• Other
• Total

Sales trends sorted by categories, then by subcategory. A summary version of this report is available.

Data Points

• Order ID
• Date
• Description
• SKU
• MFG
• Size
• Color
• QTY
• Price
• Discount
• Ext

Sales details by color. Great for retail clothing stores or any vertical where tracking sales-by-color is important. A summary version of this report is available.

Data Points

Data is organized by the colors you’ve defined in Item details.

• Order ID
• Date
• Description
• SKU
• Category
• SubCat
• Style
• Size
• Qty
• Price
• Discount
• Ext

These fields may have specific names you’ve defined in Custom Variable settings.

This level of granularity crosses category and subcategory tracking to provide you a different perspective on sales trends. No summary version of this report is available.

Data Points

Items are grouped by their assigned custom field selection, such as leather, denim, cotton, and pleather.

• Order ID
• Date
• Description
• SKU
• Category
• SubCat
• Mfg
• Size
• Qty
• Price
• Discount
• Ext

Track how busy you are on specific days: identify trends  to help you build an employee schedule.  A summary version of this report is available.

Data Points

Orders are grouped and totaled by date.

• Date
• Order ID
• Description
• SKU
• Category
• SubCat
• Mfg
• Color
• Qty
• Price
• Discount
• Ext

Returns a list items sold during a defined time period. A summary version of this report is available.

Data Points

Items are grouped and totaled alphabetically by item description, then by date.

• Order ID
• Date
• Category
• SubCat
• SKU
• Mfg
• Size
• Color
• Qty
• Price
• Discount
• Ext

See which staff members placed an order for specific named locations. This report is designed to be used in table-service establishments with established floor plans and named locations. Only orders with attached payments are included. A summary version of this report is available.

Data Points

Orders are grouped and totaled by location.

• Location
• Staff member (no heading)
• Date
• Order ID
• Base Amount
• Discount
• Tax
• Tip
• Srvc Chrg
• Total

See which staff members placed an order for specific named locations. This report is designed to be used in table-service establishments with established floor plans and named locations. Only orders with attached payments are included. A summary version of this report is available.

Data Points

Orders are grouped and totaled by staff member.

• Location
• Staff member (no heading)
• Date
• Order ID
• Base Amount
• Discount
• Tax
• Tip
• Srvc Chrg
• Total

Identify brands by popularity to help you make informed purchasing decisions. A summary version of this report is available.

Data Points

Orders are grouped and totaled by manufacturer or brand as defined in item details.

• Order ID
• Date
• Description
• SKU
• Category
• SubCat
• Size
• Color
• Qty
• Price
• Discount
• Ext

See the profitability for each item sold. This report shows margins based on the price the item was sold for and takes into account any discounts applied to the item. A summary version of this report is available.

Data Points

Sales data is grouped and totaled by item, and reports margin in XX.XX% for each item sold. Quantity on hand and average prices are shown as well.

• Order ID
• SKU
• Size
• Color
• Category
• SubCat
• PriceDisplay
• Margin

Identify any items sold outside of inventory. Transactional data is provided on any MISC Sale, or on Open Items sold at the register level. Data is sorted by category if a category is chosen at the time of sale. A summary version of this report is available.

Data Points

• Order ID
• Date
• Description
• Qty
• Price
• Discount
• Ext

Understand top-level services. Transactional data is displayed on Services sold at the Register level. A summary version of this report is available.

Data Points

• Order ID
• Date
• Staff
• Category
• SubCat
• Qty
• Price
• Discount
• Ext

Track sales by size (small, medium, large) or volume (750 ml 1.5 l, 200 ml) as defined in item details. A summary version of this report is available.

Data Points

Items are grouped and totaled by size.

• Order ID
• Date
• Description
• SKU
• Category
• SubCat
• Style
• Color
• QTY
• Price
• Discount
• Ext

Sales data, grouped and totaled by SKU. A summary version of this report is available.

Data Points

• Order ID
• Date
• Description
• Category
• Sub Cat.
• MFG
• Style
• Color
• QTY
• Price
• Discount
• Ext

A report designed for businesses primarily focused more on services than physical items. This report contains transactional data on services sold. A summary version of this report is available.

Data Points

Data is grouped first by staff provider, then by services provided.

• Order ID
• Date
• Services
• Category
• SubCat
• Qty
• Price
• Discount
• Ext

Track sales by style. Designed for retail clothing stores or any vertical where tracking sales by style is important. A summary version of this report is available.

Data Points

Data is grouped and totaled by Style as defined in item details.

• Order ID
• Date
• Description
• Category
• SubCat
• Style
• Color
• Qty
• Price
• Discount
• Ext

Use this report to identify which user was logged in to process a payment for individual orders. A summary version of this report is available.

Data Points

Orders are grouped and totaled by user name.

• Order ID
• Date
• Description
• Category
• SubCat
• Mfg
• Size
• Qty
• Price
• Discount
• Ext

Returns a list of sales of all items by default vendor as defined in item details. A summary version of this report is available.

Data Points

Orders are grouped and totaled by default vendor name.

• Order ID
• Date
• Description
• SKU
• Category
• SubCat
• Mfg
• Size
• Qty
• Price
• Discount
• Ext

A financial report that includes information on all transaction where any form of payment has been applied, including open orders with partial payments applied. A summary version of this report is available.

Data Points

If you have multiple stations, this report will group and total orders based on the station used to collect the payment.

• Date
• Order ID
• Base Amt
• Discount
• Tax
• Tip
• Srvc Chrg
• Total
• Paid
• Balance

An overview of all service charges applied to orders, including any manual charges applied at the register. No summary version of this report is available.

Data Points

Charges are grouped and totaled by fee type.

• Date
• Order ID
• Created Staff
• Closed Staff
• Total
• Fee

Verify deposits from your processor, may be referred to as a batch report. This report includes all sales where payments were processed using a Credit, Debit, or EBT card. No summary version of this report is available.

Data Points

Data is grouped and totaled by card type.

• Date
• Order ID
• Type
• Card
• Exp
• Approval
• Amount

The Snapshot report provides a quick overview of your business data directly from the receipt printer. No summary version of this report is available.

Data Points

If you do not have transactional data in a section listed below, it may not appear on the report. Sections can be added and removed by navigating from Home to Settings > Print Settings > Snapshot.

• Order Summary
• DRV
• Sales by Category
• Discount By Category
• In-store Sales By Order Type
• Online Order Sales By Order Type
• Sales by Staff
• Labor Tracking
• Sales By Revenue Center
• Sales By Revenue Class
• Net Sales By Day Part
• Taxes
• Exempt Taxes
• Payments Transactions
• Customer Pay Out Details
• Refunded Payments
• Voided Payments
• Settlement
• Credit Card Transactions
• Online Credit Card Trans
• Promotions and Discounts
• Tips
• Tips By Staff
• Summary

The Snapshot by Station report provides a quick overview of your business data directly from the receipt printer, for this station only. No summary version of this report is available.

Data Points

If you do not have transactional data in a section listed below, it may not appear on the report. Sections can be added and removed by navigating from Home to Settings > Print Settings > Snapshot.

• Order Summary
• DRV
• Sales by Category
• Discount By Category
• In-store Sales By Order Type
• Online Order Sales By Order Type
• Sales by Staff
• Labor Tracking
• Sales By Revenue Center
• Sales By Revenue Class
• Net Sales By Day Part
• Taxes
• Exempt Taxes
• Payments Transactions
• Customer Pay Out Details
• Refunded Payments
• Voided Payments
• Settlement
• Credit Card Transactions
• Online Credit Card Trans
• Promotions and Discounts
• Tips
• Tips By Staff
• Summary

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

Data Points

• Tax Group Label (depends on what you’ve customized)
• $/Unit
• Sales
• Refunds
• Total Tax
• Exempt

Provides an itemized list of all transactions to which Tender Discounts, Checkout Fees, Convenience Fees, and more are applied. No summary version of this report is available.

Data Points

• Date
• Order ID
• Base Amt
• Tender Disc
• Checkout Fee
• Conv Fee
• Discount
• Tax
• Tip
• Srvc Chrg
• Total

Identify top selling items throughout your sales history.

Data Points

This report displays top-selling items, sorted by amount sold, then item description. No summary version of this report is available.

• SKU
• Description
• Category
• SubCat
• Mfg
• Size
• Qty Sold
• AVG Price
• Ext

Identify top selling items by Category throughout your sales history.

This report displays top-selling items, sorted by category. No summary version of this report is available.

Data Points

• SKU
• Description
• Sub Cat.
• Color
• MFG
• Size
• QTY Sold
• AVG Price
• Ext

Display information on voided orders. A summary version of this report is available.

Data Points

Groups information on date, time open, time order was voided, and which staff member opened and voided the order.

• Open Date
• Order ID
• Open Staff
• Voided Date
• Loc
• Customer
• Items
• Qty
• Price
• Ref ID

Returns items you have not sold relative to all items regardless of quantity in stock. No summary version of this report is available.

Data Points

Items are grouped by category.

• SKU
• Description
• SubCat
• Size
• Color
• Mfg
• Vendor
• Qty on Hand
• Value

Returns a list of items you have not sold, only reporting items where quantity in stock is greater than 0. No summary version of this report is available.

Data Points

Items are grouped by category.

• SKU
• Description
• SubCat
• Size
• Color
• Mfg
• Vendor
• Qty on Hand
• Value