A summary report groups transactions for a period of time and totals them for you. This includes transaction values such as total sales, discounts and taxes per location.
- To create a summary report, click on "Reports" then "Summary Report."
- Enter your Start Date & End Date to view data based on a specific time period.
- Select the applicable Order Types.
- Next, select your Order Source. If you have scan to pay functionality, the option to view these transactions will be available, otherwise, only mobile and / or web will be applicable.
- Select Payment Types. "In-Store" will only apply to scan to pay functionality.
- Finally, click on Selected Locations to filter data by all your locations or only a selected few. Hit Save to input your data.
- Select Generate Report to populate the data where you will see Total Sales generated and the Expected Settlement Due. This Expected Settlement factors in refund deductions in addition to any funds collected outside of your Smooth Commerce platform if there is scan to pay integration.
- To export your data, click on Location to select all locations or select the applicable locations you wish to export the summary data for.
- Select Export as CSV to download directly to your computer.
Check out this video tutorial: