Updated Reporting 2016
Over the course of late August and early September 2016, all ShopKeep merchants will be upgraded to our new, more powerful reporting platform.
When you log into BackOffice for the first time after your account has been upgraded, you will see changes to a number of key reports. There will be descriptions of the changes on each report, and we’ve also put together the list below to allow you to become familiar with the changes in advance.
Table of Contents
- Analytics Dashboard
This is the go-to report for a quick snapshot of how your business is doing. We’ve consolidated the metrics shown here to eliminate redundancy and improve visibility of your most important numbers. We’ve also added the ability to compare performance over periods of time. Want to know how your net sales are tracking this month versus last month? Now you can. Finally, we’ve made the Analytics Dashboard easier to read and use across all device types.
- Transactions Table
The Transactions Table provides you with your sales data at the most granular level, allowing you to track down any individual sale or apply filters to study a specific set. This update adds three additional filters for your transactions that now allow you to refine your analyses by Customer, Tender, and Register. We’ve also upgraded the date picker so that you can search unlimited date ranges, allowing you to grab your entire store’s transaction history at once.
- Sales by Item & Sales by Department
These redesigned reports will show you much more detail about item- and department-level sales, including information about costs and discounts, in order to provide you with a more nuanced understanding of your performance. We’ve also brought both reports together in a single location, called “Sales by Variable” in the navigation bar, so that you can quickly toggle between the two.
- Export Center
The new Export Center manages all of your exports in a single place so that you can see the status of each one that you’ve requested and even download them again with a single click as necessary.