Sales and Reports
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      Sales and Reports

      This article describes how to use Sales and Reports in My.Shopbox to get an overview of your business.

      Sales & Reports

      The “Sales & Reports” section gives you an overview of all your transactions, cash reports, reports, as well as gift cards and vouchers.

      Transactions

      On the left side, you will find an overview of all your transactions. For each transaction, you can see whether the sale was made via card payment, cash, mobile payment, gift card, split payment, invoice payment, or mixed payment.

      If you need further details about a transaction, simply click on the desired transaction.

      Details of the transaction include:

      • Who performed the sale
      • Date and time
      • Order hash (to be provided for error reporting)
      • Amount
      • Payment method
      • Products sold
      • Total amount for the transaction

      Find a specific transaction
      If you need to locate a specific transaction, you can filter your search to avoid scrolling through all transactions.

      How to:

      1. Click the “Filter icon” (“three horizontal lines”).
      2. Choose search criteria.
      3. Press “Filter.”

      Icon 1: Filter

      Reports

      To make it easy for you to get an overview of your business, we offer a wide range of reports that provide specific insights in different areas:

      Hourly Report

      This report provides an overview of sales hour by hour, making it easier to plan staffing by showing when you are busiest during the day based on sales.

      • Filter results by clicking on the funnel icon in the top-right corner.
      • Download the report locally or email it.

      Use for: Optimizing staffing.

       

      Inventory Report

      This report shows your inventory status, total sales, and best-selling products. It provides a quick overview, especially useful when reordering products.

      • Filter results by clicking on the funnel icon in the top-right corner.
      • Download the report locally or email it.

      Use for: Inventory status and product reordering.

       

      Product Sales

      This report gives you an overview of product sales per transaction.

      • Filter results by clicking on the funnel icon in the top-right corner.
      • Download the report locally or email it.

      Use for: Product sales analysis.

       

      Total Product Sales

      This report gives you an overview of all your sold products.

      Use for: Inventory status.

       

      Transaction Report

      If you want a complete overview of all your transactions, this is the report you need.

      Use for: Transaction overview.

       

      Expense Report

      This report provides an overview of all your expenses.

      Use for: Accounting.

       

      Invoice Report

      This report gives you an overview of all invoice transactions.

      Use for: Accounting.

       

      Daily Sales Report

      This report shows your daily revenue.

      Use for: Accounting.

       

      Weekly Report

      This report shows your weekly revenue.

      Use for: Accounting.

       

      Monthly Report

      This report shows your monthly revenue.

      Use for: Accounting.

       

      Annual Report

      This report shows your annual revenue.

      Use for: Accounting.

       

      Cash Reports

      When you perform an "End-of-Day" process, the system generates a cash report summarizing the day's total revenue and any discrepancies.

      To search for cash reports for a specific period:

      1. Click the “Filter icon” in the top-left corner.
      2. Enter search criteria.
      3. Press “Filter.”
      4. Click ⇾ to email the report.

       

      Gift Cards and Coupons

      Here, you can find an overview of all issued gift cards. The overview includes:

      • Gift card code
      • Issue date
      • Status
      • Issued amount
      • Gift card history

      Find specific gift card details:

      1. Locate the desired gift card.
      2. Click the “clock icon” on the right side.
      3. All transactions made with the gift card will appear.
      4. Select the transaction you want to view by clicking the arrow on the right side.

      Reprinting a gift card receipt:

      1. Locate the desired gift card.
      2. Click the “clock icon” on the right side.
      3. Click ⇾ and enter the email to send the receipt.

       

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