The Net Revenue and Receipts report provides revenue break down for the date(s) selected.
This report typically what you would send to your accountant on a day/week/bi-weekly/monthly basis.
When you sign into www.talech.com, you're brought to your Report section. By default, this will display real-time sales of your store's performance the current day.
You can also choose a previous day, or date range. (You can run up to a 1 year date range at a time)
To select a single date, click the desired date twice
If you selected a single date:
The bar-chart (blue) will display the revenue collected per hour. This is number is based on Net Revenue transactions completed.
The plot point (orange) displays the number of orders closed.
Ex: If a customer start's an order at 12:50a, and the orders is closed/paid at 1:25p, the revnue will be displayed in the 1:00p section of the chart.
When you select a date range:
The bar-chart will display the Net Revenue collected per day.
The plot points display the total number of orders per day.
For more details on the report, there are 3 options.
Option 1: Table Chart
The table chart provides the daily break down of receipt count, Net Revenue, and includes an average Net Revenue per Receipt
Option 2: Download into a Spreadsheet or PDF format
Spreadsheet:
The spreadsheet contains the following break downs:
- Summary
- Taxes Summary
- Taxable Revenue by Taxes
- Gift Cards
- Split by Payment Types
- Split by Card Types
- Revenue Collected by Day
- Payments (Total Collected)
- Taxes by Day
- Receipts by Day
- Transactions by Day
PDF:
The PDF contains the following break downs:
- Summary
- Revenue Collected by Day
- Payments (Total Collected)
- Taxes by Day
- Receipts by Day
- Transactions by Day
Options 3: Email Report
You can email the report to anyone that needs the Spreadsheet or PDF file. This is useful when sending your end of month statements to your accountant or CPA.
You can also automate the reports. To learn how, please see check out the Automatically Sending Reports article.
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