Sales Reports
Transaction Sources
Sales from each transaction source, with the option to drill down to individual transactions.
Can't find what you need? Contact Cinchio:
About
The Transaction Sources report gives an overview of sales from each transaction source in a date range. Drill down to see the individual transactions behind each source.
Open it from Reports & Analysis > Sales > Transaction Sources. What it shows depends on the filters you choose.
Get it by email
Save this report as a saved report and schedule it to be emailed to you regularly.
Filters
Choose these before you run the report.
The sites or site groups to include.
The dates to include sales for.
The transaction sources to include.
Tick to open the report with every level expanded. Otherwise, level 1 shows the summary and you can drill down as you need.
Report Output
The report has two levels. Select a source to drill down.
Level 1: Sales per source
Key sales figures for each transaction source.
Level 2: Transaction list
Every transaction from the selected source.
Which reporting profile does your company use?
Tax Inclusive (UK style)
Level 1: Sales per Source
Key sales figures for each transaction source. Select a source to see its transactions.
The transaction source.
The transaction count for the source.
Total gross sales, after discount.
Total net sales.
Total tax.
Total discount.
The average gross sale per transaction.
The average net sale per transaction.
The average tax rate, based on the tax applied.
The source's share of total sales.
Level 2: Transaction List
Every transaction from the selected source.
The transaction ID. Select it to open the transaction.
The ID given to the transaction by its source.
The customer's order reference, if any.
When the transaction took place.
The site where the transaction took place.
The till the transaction belongs to.
Total sales, after discount.
Total net sales.
Total tax.
The transaction type.
Finding transactions
10 transactions are shown per page by default. You can show 25, 50 or 100 instead, or use the page controls at the bottom right. To find a transaction, select a column header to sort, or search in the top right corner.
Tax Exclusive (US style)
Level 1: Sales per Source
Key sales figures for each transaction source. Select a source to see its transactions.
The transaction source.
The transaction count for the source.
Total net sales, before discount.
Total sales revenue.
Total net sales.
Total tax.
Total discount.
The average gross sale per transaction.
The average net sale per transaction.
The average tax rate, based on the tax applied.
The source's share of total sales.
Level 2: Transaction List
Every transaction from the selected source.
The transaction ID. Select it to open the transaction.
The ID given to the transaction by its source.
The customer's order reference, if any.
When the transaction took place.
The site where the transaction took place.
The till the transaction belongs to.
Total sales, after discount.
Total net sales.
Total tax.
The transaction type.
Finding transactions
10 transactions are shown per page by default. You can show 25, 50 or 100 instead, or use the page controls at the bottom right. To find a transaction, select a column header to sort, or search in the top right corner.
Not sure which?
See reporting profiles.