Redundant Report Deprecation
Starting on September 12, 2016, as part of the reporting upgrades we’ve been rolling out, we will be deprecating a series of redundant reports and exports. Our goal with removing these unnecessary reports and exports is to make it easier for you to more efficiently obtain the insights you need.
Below are the exports we’re retiring and where you’ll be able to find a richer, faster, and more flexible version of the same reporting data. We’ve put together this breakdown so you can familiarize yourself with these exciting changes!
Table of Contents
- Sales Export
The Sales Export only showed part of the picture when you wanted to see the whole thing. It listed split-tender transactions on two separate lines, included tax and discounts, but didn’t include gratuity or returns. This information and more can now be found in the Transactions Export. Access and export transactions across any date range and filter the data by sale type, item, department, category, customer name, transaction date, and more.
- Sold Items Export
The Sold Items Export didn’t include important transaction information like transaction ID, tax collected, modifiers, or cashier name. A detailed breakdown of sales by item can now be found in the Transactions by Item Export from the Transactions Table. This export provides you with more detailed information regarding each item you’ve sold and gives you more control over your exports with the ability to filter a search across any date range.
- Returns Export
The Returns Export was unable to easily accommodate split-tender returns. Now, more detailed information regarding return transactions can be found and filtered in the Transactions Export. It’s now easier than ever to find what you’re looking for. Visit the Transactions Table to filter your search by sale type, item, department, category, customer name, transaction date and more, then download your returns data.
- Returned Items Export
The Returned Items Export was a simple breakdown of your items that were returned. It didn’t include important transaction information such as the transaction ID, tax collected, modifiers, or cashier name. Returns by item are now detailed in the Transactions by Item Export. Check out the Transactions Table to view this report. It tells you everything you need to know about returned items and gives you more control over your exports with the ability to filter a search across any date range.
- Top Selling Items Export
The Top Selling Items Export offered redundant information regarding your popular inventory items. This information is now more streamlined on the Sales by Item report / export.
- Order from Sales Export
The Order From Sales Export gave a limited view of your sold items and their suppliers. Its information is now available in the Sales by Item report. The Sales by Item report also displays details like costs, discounts, and margins that were not previously included. View the Sales by Item report in your browser or export it to see supplier, modifier, and variant data.