Insights Reports - Overview

Learn about the specific section of the Overview section of the Insights reporting section.

Sales Summary

The Sales Summary will provide quick reference for your total sales over a desired date range.  Included here are Net Sales by Day, Sales Overview, Tax Breakdown and Sales.

You may view sales by location or all locations by clicking the Locations dropdown at the top of the screen.  Specific dates or date ranges may be applied as well as the option to view sales by day, week or month

Net Sales By Day

The graph in this section provides quick reference for total sales per day.  Hovering the mouse cursor over the graph will display the total sales amount and location of sales. 
Dashboards with multiple locations will see different colour bars for each of those stores.

Sales Overview

View at a glance a breakdown of daily totals into their more specific components, such as Gross Sales, Discounts, Net Sales and Costs.

Tax Breakdown

Quick reference for taxes based on sales in the given date range.
Along with the Total tax, you may also view the separate taxes, should there be any.

Sales

View a breakdown of sales by date and location.  Similar to the Sales Overview

Payment Types

The Payment Types section will allow you to view the totals of each method of payment your store accepts for orders and sales.  Here you will find the Payment Types Chart, Payment Types Totals and Payment Types Report - Day.

Payment Types Chart

This graph shows payment totals separated by type for the desired date range.  Hovering the mouse cursor just above one of the bars will provide quick reference to the total dollar amount of each payment type.  Hovering the cursor over separate colours of the bar will show the total dollar amount for that payment type.

Payment Types Totals

This section simply breaks down the dollar totals for each payment type for quick reference.

Payment Types Report - Day

In this section you will find an accumulation of daily payment types totals for easy reference.

Clicking the + beside the date will expand the view to show a breakdown for each location.