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.

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Time | Date and time the transaction was run.

Register | Name or number of the register.

Cashier | Employee who ran the transaction.
Visit the Sales by Employee report to view your top employees by number of sales and sales amount.

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 by number of times used and amount discounted.

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.
Visit the Sales by Item report to view your top items by quantity sold and total sales amount.

Department | The item’s department.
Visit the Sales by Department report to view your top departments by quantity sold and total sales amount.

Category | The item’s category.
Visit the Sales by Category report to view your top categories by quantity sold and total sales amount.

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 by number of times used and amount discounted.

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 / email address, register, line item type, or tender.

  3. Sort transactions ascending or descending by clicking the 'Time' or 'Total' column headers.
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Export Transactions

Export transaction data from BackOffice to analyze it in any spreadsheet software. Transactions can be exported in three different ways and will export with filters, if applicable.

  1. Select an export option.
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    Export Transactions | Each transaction appears on a separate row with cashier, customer, total, and payment details.
    See sample Transactions report.

    Export Transactions Tenders | Includes the same information as the Transactions export, but each row represents a payment tender. Split tender sales/returns take up multiple rows, one per tender.
    See sample Transactions Tenders report.

    Export Transactions by Item | Line items for each transaction appear on separate rows with department, category, supplier, and total details.
    See sample Transactions by Item report.

  2. Wait for the export to be generated. Check the box to be notified by email when exports are ready for download (optional).

    Exports ready in a few seconds will automatically download to your computer. Click ‘Close’ to close the message box.

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    Exports that take more than a few seconds to generate are downloadable via the Export Center when ready. Click ‘OK’ to close the message box.

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  3. After downloading, the export is ready to open in any spreadsheet software.
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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.
Visit the Sales by Employee report to view your top employees by number of sales and sales amount.

Operation Type | Type of transaction run (return or sale).

Customer Name | Name of the customer.
Visit the Sales by Customer report to view your top customers and their purchases.

Customer Email | Email address of the customer.

Gross Amount | Total transaction amount before discount or tax.

Discount | Total discount amount applied to the transaction.
Visit the Sales by Discount report to view your top discounts by number of times used and amount discounted.

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.
Visit the Sales by Item report to view your top items by quantity sold and total sales amount.

Department | The item’s department.
Visit the Sales by Department report to view your top departments by quantity sold and total sales amount.

Category | The item’s category.
Visit the Sales by Category report to view your top categories by quantity sold and total sales amount.

Supplier | Vendor of the item. Check out the Sales by Supplier report in BackOffice to track how products for each supplier are performing.
Visit the Sales by Supplier report to view your top suppliers by quantity sold and total sales amount.

Cost | Cost of the item to the business, measured as a weighted average cost by default.

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.


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