The Financial Summary report provides more detail on how the company is performing from a Financial data point of view. 

From the Date Picker and Shop Selection filter you can break the report down to specific periods of time and by individual shop. 

NOTE: There is no print option for the Dashboard reports.



Key Performance Figures

  • Total Sales
  • Average Basket Amount
  • Average Basket Number of Items



Financial Data Summary: List of Report Fields

  • Transaction Analysis
    • Description
    • Number of Transactions
    • Number of items
    • Amount. 



  • Discount Analysis
    • Description
    • Number of Transactions
    • Original Amount
    • Discounted Amount
    • Discount



  • Discount Reason Code Analysis
    • Description
    • Number of Transactions
    • Original Amount
    • Discounted Amount
    • Discount



  • Return Analysis
    • Description
    • Number of items
    • Value



  • Cash Statement for Connector
    • Description
    • Currency Code
    • Amount



  • Payment Methods
    • Description
    • Number of Transactions
    • Total



  • Tax Analysis
    • Description
    • Net Amount
    • Tax Amount
    • Total



Time Analysis Graph



Additional Financial data is shown on the Time Analysis graph if you hover the pointer / mouse over the data points.