To pull new reports and access existing ones, go to poynt.net/reports. Currently there are 7 different reports you can pull. We will review how to pull Transactions reports in this section.
In the reporting tab, choose the Transactions Report from the drop down menu and the date range you want. You can filter this further by terminal and employee. The default is across all terminals and employees.
Generated reports will appear on the right hand side of the screen.
The report is broken into a few sections: Header, Summary, and Breakdown
Shows which terminals and users report was run for
Time frame report was for
Total number of transactions processed during the time frame
Net Total $$ in time frame
Total Purchases, with Tips broken out by Employee
Total Refunds in time frame
Total Pending transactions in time frame
Shows you the breakdown of the various types of transactions and if they were card or cash.
The rest of the report further breaks down the transactions by type (Cash, Card, Refund, date, amount, tip (if applicable) and employee.
This report can also be downloaded as a PDF or Excel file.