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Transactions Report

The Transactions Report allows you to view register transaction data under specifications you choose, download receipts, get detailed information about transactions and export transaction data to a spreadsheet.

Table of Contents

Understanding Transactions

First things first, open the Transactions Report from the menu bar.

  1. Click 'Analytics', then 'Transactions'.

The default view contains transactions for that day, 12 am to 11:59 pm, sorted from newest to oldest.

Click to Enlarge

Time | Date and time the transaction was run.
Register | Name or number of the register.
Cashier | Employee who ran the transaction.
Operation Type | Type of transaction run (sale or return).
Amount | Total dollar amount of the items in the transaction.
Discount | Total discount amount applied to the transaction.
Visit the Sales by Discount report to view your top discounts and other related details.
Tax | Total tax amount.
Total | Final sale amount.

If transactions are missing from the report or appearing with the wrong time, visit our Analytics Troubleshooting guide for help.

Transaction Details View

Click on a transaction to view details and download a copy of the receipt.

Click to Enlarge

Description | Name of the item.
Department | The item’s department.
Category | The item’s category.
Price | Price per item.
Quantity | Total number or amount of the item purchased.
Options | Price of the item’s modifiers.
Subtotal | Item total before discounts and tax.
Discount | Discount amount applied to the item.
Visit the Sales by Discount report to view your top discounts and other related details.
Tax | Total tax amount applied to the item.
Total | Total order amount.

Download Receipt | Click to download a copy of the receipt.
Paid with | How the transaction was tendered.

Sort and Filter Options

Use the sort and filters options to find the exact information you are looking for.

  1. Use the calendar to select a date and time range to view transactions.
  2. Use Filters to search for and view particular transaction data.

    Filter by item, department, category, customer’s name or email address, register, line item type or tender.

  3. Sort transactions ascending or descending by clicking the 'Time' or 'Total' column headers.
    Click to Enlarge

Export Transactions

Export transaction data from BackOffice to a spreadsheet for further analysis using any spreadsheet software.

Export Options

Transactions can be exported as three different reports. If filters are applied, the report will export based on the filter parameters.

Click to Enlarge

Export Transactions | Export transactions from the specified date range.
Click to view an example of the Transactions Export
Export Transactions Tenders | Exports transactions by tender.
Click to view an example of the Transaction Tenders Export
Export Transactions by Items | Exports transactions with detailed item information.
Click to view an example of the Transactions by Items Export

All Reports
Time | Date and time of the transaction.
Register Name | Name or number of the register.
Cashier Name | Name of employee who ran the transaction.
Operation Type | Type of transaction run (return or sale).
Customer Name | Name of the customer.
Customer Email | Email address of the customer.
Gross Amount | Total transaction amount before discount or tax.
Discount | Total discount amount applied to the transaction.
Net Total | Total transaction amount after discounts, tax and gratuity.
New Liabilities | Amount of new liabilities.
Tax | Total tax applied to the transaction.
Total Due | Final transaction amount.
Tips | Total gratuity amount.
Tendered Amount | Total amount tendered including gratuity.
Tender Type | Tender accepted for the transaction.
Card Type | Type of card accepted.
Last 4 Digits | Last 4 digits of the credit card.
Cardholder Name | Name on the card.
Receipt Number | 19 or 20 digit receipt number.
Transaction ID | Unique identifier for the transaction.

Transactions by Item Export Only
Store Code | Unique item identifier created in BackOffice.
UPC | Manufacturers barcode used to scan items.
Line Item | Name of the item.
Department | The item’s department.
Category | The item’s category.
Supplier | Vendor of the item.
Cost | Cost of the item to the business.
Price | Cost of the item to the customer.
Quantity | Total number of the item on hand.
Modifiers | Number of modifiers applied to the item.
Subtotal | Item total before discounts and taxes applied.
Customer ID | Unique identifier for customer.

Wondering why your Transaction Tenders export seems to have duplicate rows? Visit our Analytics Troubleshooting guide to learn more.