🌐 How to access Reports on the Web Portal

The Web Portal Reports screen provides detailed reporting for sales, refunds, and transactions.

🧭 Steps to Access Reports Online:

1. Login to the Web Portal using the credentials provided by your Solution Provider
2. After login, the Sales Dashboard will be shown, displaying sales totals for all your devices for the current day
   • Use the calendar control and date range selector (top right) to change the displayed range
     
     
3. To view other reports:
   • Click Reports from the top navigation bar
     
   • Use the Please select a report dropdown to choose a report
     
   • Adjust date range as needed using the Daily dropdown and calendar controls
     
   • Click Run Report to generate it
     

📄 Types of Reports Available:

✅ Operational Reports

• Pay Refund Report – Lists all refunds performed
• Pay Transaction Report – Detailed transaction-level report (for support/analysis)
• Pay Transaction Summary Report – Summary view of all transactions (similar to Transaction History)

💰 Sales Reports

• Pay Sales Report – Daily sales totals per device
• Pay Sales Summary Report – Combined sales totals across all devices
• Pay Shift Report – Z Report / End of Day sales totals per device
• Staff Sales Report – Sales totals split by staff member

📈 Report Tools & Exporting:

• Some reports include charts along with data tables
• Click Export Report Data to download in Excel or CSV format
• Click Export Chart Data to download the chart as a PDF

ℹ️ More Info:

• 👉 See this article: Explanation of all values in the available reports