How to read your sales report.
The sales report answers "how are we doing" for any period, and compares it with the period before so you see the trend at a glance.
- Who it is for
- Owners and managers
- Plan
- Every plan (Basic, Advance and Team)
Open the report
- Open Reports in the sidebar and choose Sales report.
- Pick Day, Week, Month or Year at the top. Use the arrows to step back to an earlier period.
- For a set range such as Last 30 days or a Custom range, open More and pick it.
- With more than one location, choose one in the location menu, or leave All locations.
- Read the headline total and the line comparing it with the previous period.
- Scroll for Payment mix, Top items, By category, By hour of day and By day of week.
Download the numbers
Press Export and choose Export CSV for a summary of the period, or Statement (CSV) for an itemised list of every sale. Both open in Excel or Google Sheets and match what is on screen.
What your customers see
- Nothing changes for customers. This report is for you and staff with report access.
Common problems
- The report says No sales yet.
- Sales appear as soon as the first payment is taken. Check the period and location you picked; the page links to your last sale if there was one.
- Why do these figures differ slightly from the accounting export?
- The accounting export groups days by order completion time and nets off refunds, so a sale near midnight or a refund can land on a different day.
Related guides
More in Reports and insights, or start with the getting started guide. Still stuck? Contact us.