Overview

Go Retail offers several reports to help you better understand your business, as well as functions such as searching, filtering, and downloading. To access the Reports page, click Reports on the main menu.

There are five tabs on the Reports page. Click on each link to find out more.

• Transactions. This report includes a list of all transactions, summarized by transaction type (sales, pre-auth, refunds), together with the net total and tip total.
• Sales report. This report summarizes your sales for a specific period, showing gross sales (sales of products, not including taxes), deductions (refunds and discounts), net sales (gross sales minus deductions), taxes collected on sales, tips collected on sales (except cash transactions), and total sales (net sales plus taxes collected). 

Cashier Sales. This report shows the number of items sold, total sales in dollars, the number of items returned, the total returns in dollars, average cost per item, and total cost of items sold. You can filter this report by clerk/cashier or by product. 

• Product sales. This report summarizes sales and refunds by product.
• Inventory count. This report shows product details and inventory details.

Reports in the terminal app

Sales report. It includes all transactions processed by Go Retail, regardless of whether you processed the transaction on the web app or the terminal app. The report shows gross sales, total refunds and net sales by payment type (for example, cash, MC, Visa, Interac, and so on). You can filter the transactions by date, by payment method, and by employee/user. You must be an admin user to filter by employee/user.

Transactions report

Transactions report

To access the Transactions report, click Reports on the main menu. The Transactions report tab appears by default.

The transactions report shows all transactions. The report allows you to:

• click on each transaction to view its details
• select a date range 
• search by amount or order ID
• filter transactions
• download the report

View transactions details

Click on each transaction to open the Transaction details panel, including the transaction history. If an order was refunded, it will appear in the history.

Select a date range

You can choose the date range of the data presented in the report. There are many preset options: today, yesterday, this week, last week, this month, last month, this quarter, and last quarter. You can also select a custom date range using the date picker.

Click on the date range field to view the options. Select one of the preset date ranges such as This week or This month. Or click Custom range and go to the next step.

When the date range picker appears, choose one or more of these options, as needed:  Click the month to select another month from the drop-down list. Click the year to select another year. After selecting the month and year, click the first date and the last date in your custom date range. The dates in between are automatically selected. Choose one of these options:  To apply the custom date range, click Apply.  To return to the list of preset date ranges, click Back. To exit from the date picker without making any changes, click anywhere outside the date picker. If you selected a preset or custom date range, the data on the dashboard changes immediately the reflect the new date range.

Search by amount or order ID

	In the search bar, enter the value to search for. You can enter: a dollar amount, for example, 20.55. Do not enter the $ sign. an order ID. You do not have to enter the whole number. For example, you can enter the last 4 digits. Press enter on your keyboard. The results, if any, appear immediately.
	To clear the search results and return to the full list of transactions, click the x at the end of the search bar. You can also click on the Transactions tab near the top of the page.

Filter transactions

You can filter transactions by transaction type, card type, or user account. This is useful when you have numerous transactions.

1. To begin filtering, click the filter icon. The Filter transactions panel appears.

Set one or more filters: Transaction type. Click the Select field and select one or more transaction types. Card type. Click the Select field and select one or more card brands / payment types. User. Click the Select field and select one or more user accounts.

Choose one of the following options: To save the filter and apply it, click Save and apply . Once you save a filter, you can easily run it again. To apply the filter without saving it, click Apply filter. To clear the filter and start again, click Clear. If you applied the filter, the Transactions tab reappears showing only those transactions, if any, that match the filter you applied. To clear the filter and see the full list of transactions: Click the filter icon. Click Clear. Click Apply filter.

Download the report

	Click the export data icon.
	Choose a data format from the list. OpenDocument spreadsheet (ODS) Comma separated values (CSV) Microsoft Excel (EXCEL / XLSX) The report downloads immediately to your computer. Check the Downloads folder or wherever your downloads are stored.

Cashier sales report

Cashier sales report

The Cashier sales report shows sales information, for the selected time period, organized by cashier name/user ID, including: 

• Total sales (including tips)
• Total refunds 
• Tips received

Access the report

To access the Cashier sales report: Click Reports on the main menu. The Transactions report appears by default.  Click Cashier Sales.

Download the report

Follow these steps to select a date range and download data. 

	Click on the date range field.  Select one of the predefined date ranges, for example, This week or This month.  To select a custom range, go to step 3. To download the data, go to step 4.
	To select a custom range:     Click Custom range.  Select the month and year of the starting date. Click the first day and the last day in your custom date range.  The days in between are automatically selected.    Click Apply. Or click Back to return to the predefined ranges.
	The date range you selected appears in the date range field. (To correct it, return to step 1.)  Click Export to begin downloading the data.  Click CSV or Excel. The report downloads immediately to your computer. Check the Downloads folder or wherever your downloaded files are stored.

Inventory Count report

Inventory Count report

The Inventory Count report shows product and inventory data from your store:

• Product information (name, variants, product ID, UPC, SKU, category)
• Inventory management data (minimum threshold quantity, reorder quantity, in-stock quantity displayed in red if it is less than the minimum threshold)

Access the report

To access the Inventory Count report:

1. Click Reports on the main menu. The Transactions report appears by default.
2. Next to Product Sales, click Inventory Count.

Download the report

Follow these steps to download inventory data. The date of export is always the current date. It cannot be changed.

Click the download icon. Click CSV or Excel. The report downloads immediately to your computer. Check the Downloads folder or wherever your downloaded files are stored.

Product sales report

Product sales report

The Product sales tab includes two reports:

• Product sales (quantity of each product sold / returned, total sales/returns before taxes )
• Product sales by cashier (Sales and returns broken down by product for each cashier)

Access the report

To access the Product sales reports:

1. Click Reports on the main menu. The Transactions report appears by default. 
2. Click Product Sales.

Download the report

Follow these steps to select a date range and download data. 

	Click on the date range field.   Select one of the predefined date ranges, for example, this week or this month.  To select a custom range, go to step 3.  To download the data, go to step 4.
	To select a custom range:     Click Custom range. Select the month and year of the starting date. Click the first day and the last day in your custom date range. The days in between are automatically selected.    Click Apply. Or, click Back to return to the predefined ranges.
	The date range you selected appears in the date range field.  (To correct it, return to step 1.)  Click Export to begin downloading the data.  Click CSV or Excel. The report downloads immediately to your computer. Check the Downloads folder or wherever your downloaded files are stored.

Sales report on the terminal app

Sales report on the terminal app

This report is available on the Go Retail app running on your Moneris Go terminal. It includes all transactions processed by Go Retail, regardless of whether you processed the transaction on the web app or the terminal app.

The report shows: 

• gross sales 
• total refunds
• a summary of sales (purchases, refunds, net total) by payment type (for example, cash, MC, Visa, Interac, and so on) 

You can filter the transactions by date, by payment method, and by employee/user. 

Access the report

	On the transaction screen, tap the menu  icon. On the application menu, tap Reports.
	The report appears showing today's transactions by default.

Change the date range

You can change the date range of the report.

	Tap the date range field. The field shows the current date range. The default date range is "Today".
	The app displays the available options. At the bottom of the screen, choose one of the predefined date ranges, such as Yesterday, Last week, Last 7 day, This Month, Last Month and so on. The app displays the report for the selected date range.

Filter the report by payment type or employee ID

You can filter the report by payment type (for example, cash, MC, Visa, Interac) or by employee. 

	Under Reports, tap the filter icon. It is located to the right of the date field. Note: You cannot use filters if there are no transactions for the selected date range.
	The "Apply filters" screen appears. Tap one or more of the checkboxes to filter by payment type and/or employee. You can apply multiple filters. Tap Apply.
	The app displays the report showing only the data corresponding to the filters you selected.  A red dot on the filter icon indicates that a filter is currently applied. To remove a filter, tap the filter icon, uncheck the checkboxes as needed, then tap Apply.

Sales report (web application)

Sales report (web application)

The Sales report summarizes your sales for a specific period, showing: 

• gross sales (sales of products, not including taxes),
• deductions (refunds and discounts),
• net sales (gross sales minus deductions),
• taxes collected on sales, 
• tips collected on sales (except cash transactions)
• total sales (net sales plus taxes collected). 

To access the Sales report, click Reports on the main menu. 

1. On the Reports page, click Sales report. 
2. Click the date selection field to change the date, as needed. The default date is today. You can select pre-defined dates (for example, Yesterday) or date ranges (for example, Last week, Last month, This quarter, Last quarter, and so on), or a custom range. The report data appears immediately. 
3. To export the report, click Export and select a file format.