thread Export Balance Transfer Report - Daily CC Sales in Archived Discussions (Read Only)

Export Balance Transfer Report - Daily CC Sales

BCandelaria — Sun, 13 Mar 2022 00:56:07 GMT

Hi,

I can view the report I need to print in Balance > Select Location > View All Transfers, but when I export, it no longer shows me the daily total and breaks it down into each sale made throughout the day. I've tried a custom report etc., but nothing is printable that shows the CC sales daily totals. I've also tried printing the page directly from the browser, but since there is a box you have to scroll through it's not printable that way either. Does anyone know how to do this?

Thank you!

Re: Export Balance Transfer Report - Daily CC Sales

ggilmore — Fri, 03 Feb 2023 21:15:01 GMT

This is so annoying to me! I need this report to verify my revenue is all booking correctly and I didn't miss anything. The way the table is constructed in html I can't even do a clean copy-paste from the page into my spreadsheet. Everything comes in as a cell in one column which I have to clean up manually. Why can't I choose to get just the deposits instead of all transactions? or at least fix the page so I can copy paste. please

Re: Export Balance Transfer Report - Daily CC Sales

Candlestore — Sat, 04 Feb 2023 01:07:27 GMT

@ggilmore ;

If you goto Reports, then Click on Reports, a drop down will appear. Towards the bottom of the Reports Drop Down there is A Custom Reports. Click that then Create Custom Reports. I just did one for the Month of January as a Sales Summary Report. I chose the Heading Summary Drop down changed it to daily and this gives a Daily Breakdown of your Sales and Daily Deposits in a CSV file which can be exported into a csv file if you choose Export.

It is the same information from your Balance report but summarized for the Day not each Transaction.

For more information on making a Custom Report follow this link:

6104-creating-custom-reports-in-the-online-dashboard

My first column from Jan 1-2023 we were closed so it is all $0.00 but you can see the row fields.

Key Stats
Filtered By Location: Pocono Candle
Sales	0
Avg. Gross Sale	$0.00
Gross Sales	$0.00
Total Collected	$0.00
Sales Summary
Filtered By Interval: Daily
Filtered By Location: Pocono Candle
Sales	1/1/2023
Gross Sales	$0.00
Returns	$0.00
Discounts & Comps	$0.00
Net Sales	$0.00
Gift Card Sales	$0.00
Tax	$0.00
Tip	$0.00
Refunds by Amount	$0.00
Total	$0.00

Payments
Total Collected	$0.00
Fees	$0.00
Net Total	$0.00

Key Stats
Filtered By Location: Pocono Candle
Sales	0
Avg. Gross Sale	$0.00
Gross Sales	$0.00
Total Collected	$0.00