Generate different kinds of custom CSV reports for doing some custom operations.
Go to Reports --> Custom Reports
For exporting the reports, select your report type and give it a date range, and you can download the whole report in a CSV.
Currently, you can only generate reports for up to 100 days. But if you still want to generate more than 100 days, give your email and generate the report to your email, you will get an email with the report CSV attached. And for the operations, see what operations you have to do and click over it, and you will be brought to the specific operations page.
Below are the available custom reports in the Console:
- Sales Register Report
- Sales Register Tender Report
- COGS Register Report
- Inventory On Hand Report
- Payment Report
- Sales Tax Report
- Gift Card Redemptions Report
- Real Time Sales Report
- Purchase Order Status Report
- Sales By Tax Report
- Sales By Venue Report
- Event Sales Tax Settlement Report
- Consolidated Report
- WorkDay Report
- Exchange Summary Report
- Sales Register Report Extended
- Sales by Store Report
Note: We’ve made updates across Utility Exports, Custom Reports, Generic Reports, and the Dashboard to align with the business’s Operation Time, instead of the regular calendar day. The system follows the business-defined start time, which is configured as the operation time (Settings >> Company >> Operation Time).
Articles in this section
- Item Import Field Descriptions
- Overview
- Merchant Onboarding
- Navigation Bar
- Reports
- Items
- Settings
- Dashboard Overview
- Company
- Register
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