Reports panel

There are a large variety of reports available to you as part of the iZettle Pro system. This helps you attain a 360 understanding of your business, supported by deep analysis of your sales data. We’ve given you a brief explanation of the nature of each report below, so you can better understand all the tools at your disposal. These reports are all available to you in the backoffice web portal.

Sales by hour: This report helps provide a breakdown of the amount taken per hour on any day, since trading began integrated with iZettle Pro. Especially useful when deciding when to operate, or how many members of staff to include in your planning.

Sales by terminal: This report gives you a summary of the amount you’ve taken during a specified date range, split between the terminals in your business. This helps you identify the busiest parts of your business and decide whether you need more terminals.

Transaction report: This report provides a detailed list of every transaction that has been put through the till system, including any abandoned orders, deletions and no sales. Spotting patterns here means you can configure the button settings of your till more effectively, for example.

Transaction count: This report provides details on the amount of transactions that you have taken throughout the day. For example, if you’re experiencing large amounts of transactions but not large sales, you can educate your staff on the value of upselling each order.

Average transaction values: Provides a breakdown of the average value of each transaction for all days of trade. If you find you have a business day with low average values, perhaps you can provide an offer on that day alone to help boost this value.

Waste report: Provides a detailed list of all the waste-related incidents, down to the reason waste was created, terminal it was actioned on and User ID. This helps you maximise your efficiency and costs.

Consolidated waste report: Provides details on the total number of wasted products over a set date range. Information includes the value at cost and the value at retail, so you have an overview of how it affects profit and your business at large.

Sales by category: Shows the amount of takings for each of your categories during a specified date range. Here you can identify trends in your sales and continually maximise profits accordingly.

Sales by department: This report shows the total amount of takings for an entire department during a specified date range. If you own a larger business, this helps you get a broad overview of how different parts of it are performing in relation to one another.

Sales by user: A report that provides information on the individual takings of each of your members of staff, during a specified date range. This provides you with information to help praise members of your team, or provide them with special education if required.

Cash and card split: This report provides an overview of the total amount taken with each cash and card, on a specified date range. Information like this helps you modify your business towards the types of customer you attract.

Cash and card split by day: This report shows details of the cash and card split for each of your terminals, on each day for that month. Especially helpful if you see a trend towards one terminal - for example, a lot of card transactions - meaning you should perhaps order another card reader to help with demand.

Popular products: Provides you with a list of your best selling products over a set time period, how many you sold and what financial value each had. Information like this helps with all parts of your business, from stock placement, offer provision and more.

Product count: This report shows a list of how many products you’ve sold, what they are, their net revenue and your gross profit. Details like this can help you choose what to stock and in what quantity.

Tax by period: A report that calculates the amount of tax from sales within a specific date range. This provides you with a useful financial overview, helping you plan for the future.

Paid out report: Shows all the paid out requests that have been actioned. Refund data is especially helpful when considering what products to stock and why.

Email reports: This option allows you to set a time that you’d like to receive a email report with a breakdown of the day’s trading, helping you stay on top of the financials in real time!

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