Enhanced Reporting

We've made improvements to pre-existing reports based on your feedback (i.e Items, Orders Tips, Taxes). The top changes we've made include: 

1. Prominent Summary Section: The header section now includes a detailed summary of important information (i.e. Total Items Sold, Total Fees, Total Tips, etc.).
   
   
2. Category Level Breakdowns: We've included additional category level breakdowns within each report (i.e. tax type, discount type, fee type); previously we were just displaying totals.
   
   
3. Line item data: Each tax/discount/fee/item is broken out in its own individual row so that merchants can more easily work/leverage the data when they export reports as XLS or CSV files.
   
   
4. Reporting Accuracy: We've improved the reporting accuracy ( i.e. if an order status is completed but the transaction was refunded, previously we were still treating it as a successful order in tax/item/discount/fee calculations). 
   
   

We've also created three new reports to make life even easier for merchants who use our Register App:

1. Discounts Report: Discounts applied to orders in the Register app now appear in their own separate report:  Discounts Report.  Previously discounts were bundled into the Orders Report. This new report will include a summary of each type of discount as well as a line item break down of each order in which it was applied. 
   
   
   
   
2. Fees Report: Fees also now have their own dedicated report - Fees Report. Previously fees were bundled into the Orders Report.  This new report will include a summary of each type of fee as well as a line item break down of each order in which it was applied. 
   
   
   
   
3. Taxes Report [Enhanced]: In an upcoming release we will be supporting the ability to create, edit and apply taxes within the Terminal App. In addition to the enhancements we've made to the pre-existing Tax Report, we've also bundled Terminal App taxes within the enhanced Tax Report.This new report will include a summary of each type of tax as well as a line item break down of each order or transaction in which a tax was applied. 
   
   

 For more details on the various reports, click here:

Transactions

Items

Orders