Navigating the New Mobile Reports

Navigate to More → Reports.

Select a Report.

For this example, the Sales Summary report is selected.

Mobile reports will display differently than their Web counterparts. When setting a date range, the data will automatically refresh, and you will not have to re-run a report. You can apply filters and print from the Filter and Print icons.

The web version of this report shows the sales types on individual rows. The mobile version shows each type as a "card." You'll see a card for each sale type, whether there's a value or not (like the web version.)

You can drill down for more details in a report if a card has a right-arrow icon. Report drill-down allows you to see more data about a specific card on a report. For example, you can drill down Service Sales to see a report on all service transactions during a selected period.

Tap Date Range.

Select a period.

1. You can also select Custom to enter a specific date range.

   

2. Tap Start Date or End Date to change the date range.

   

3. Set a Start and End date. You can tap -1 Week or +1 Week to increase by week and tap Today to select the date to today. You can also manually set a date by scrolling through the Date Wheel.

   Tap Done to set the date.

   

4. From the Custom Date Range screen, tap Apply when the date range is set.

The report refreshes.

You can tap the (i) icon on a card to learn more about each sales type.

Tap the Filters icon to add filters for the report.

1. Toggle or select Filters.

   

   See each report's respective support article for more information on what each filter does.

2. Tap Run Report.

Tap the Print icon to print the report.

Tap a Card with more information available (it will show a right-arrow (>) icon) to drill down.

The detail screen shows all the information for each transaction completed in the selected date range. The default is Checkout Date order.

Tap the More menu (3 vertical dots) to configure sort options or print the report.

Tap Sort By and select how you want the report sorted. You can also tap Print to print the entire report.

Note

The drill-down will be sorted by descending or ascending order by tapping the descending/ascending icon.

To search by date, customer, employee or item sold, click the Search icon, enter a search term in the box and run the search from your device's onscreen keyboard.

With the search function, you can search for specific services, employees, or customers to narrow down the information you want to see. The report will refresh with any search results matching your entry.

If the detail screen has a right-arrow (>) icon, tap anywhere to view and print a receipt from the transaction.

From this screen, you can print the transaction receipt.

To learn how to print a receipt, see Print or Email a Receipt from a Past Transaction.