Who is this for?
StoreHub merchants who want to know which report shows a specific number, like sales per hour, cost of goods, service charge, payment methods, total discounts, takeaway fees, or your end-of-day (Z-reading) total and where to find it in BackOffice.
Overview
Your StoreHub BackOffice has many reports, and it is not always obvious which one holds the number you need. This guide gives you a quick "which report shows what" list so you can jump straight to the right report. It also shows you how to keep a copy of one shift's details and how to list the sales paid by one payment method. For what each report shows, see the Reports Overview; to filter or export, see How to Use Reports.
Which Report Shows What?
Use this list to find the right report for what you want to see, and where to find it in your BackOffice.
Sales, discounts and promotions
For how to read your sales and promotion reports, see How to View and Customize Your StoreHub Sales Reports.
Total sales for a day, week or month ('Sales over time').
Sales before discounts (your gross sales) ('Sales over time'). This report has no gross sales column, so to work out the figure for a row, add its 'Total Discount' to its 'Net Sales', which gives the amount without tax or service charge and after returns. Gross sales are not the same as 'Gross Profit': that column is 'Net Sales' minus the cost of the items sold, counting only sales of items with a product cost entered, and it shows a dash when no item in that row had a cost recorded.
Total discount amount given (including manual discounts keyed in on the POS) ('Sales over time', the 'Total Discount' column).
Sales by hour of the day ('Sales over time', 'Group by' then 'Hour of day').
Number of customers (pax) ('Sales over time', the 'Pax' column).
Averages ('Sales over time'). For the daily average per transaction, set your date range, click 'Group by', choose 'Daily' and read the 'Average Net Sales' column. Average items per order is not a column in this report.
FAQ 4 below covers the items sold under a promotion.
Service charge collected ('Sales over time'). Use 'Group by' to view it by day or month.
Takeaway fee collected (takeaway charge or packaging fee): your 'Additional Takeaway Charge' is added to each item's price. FAQ 2 below explains which report shows it and how to see it on one sale, and How to Apply Discounts and Takeaway on POS explains how to set it up.
Tax breakdown (SST, VAT) ('Tax Report').
Products, payments and channels
Cost of goods sold (COGS), product cost and profit ('Sales by Product'): go to 'Reports', click 'Products' and read the 'Average Cost', 'Gross Profit' and 'Gross Profit (%)' columns.
Which products or categories sold best: go to 'Reports', then click 'Products' or 'Product Categories'.
Sales by payment method (cash, card, e-wallet) ('Sales by Payment Method'): go to 'Reports', then click 'Payment Method'. To list the sales behind one method's total, go to the section See the sales paid by one payment method.
In-store vs online sales ('Sales by Transaction Channel'): go to 'Reports', then click 'Transaction Channel'.
Store credits or cashback your customers claimed, used and still hold ('Store Credit Report' or 'Cashback Report'): go to 'Reports', then click 'Store Credit Report'. If your store gives cashback, click 'Cashback Report'.
Shifts and cash drawer
To download your shifts or keep a copy of one shift, go to the section Download or save the details of one shift.
Your end-of-shift summary (Z-reading) ('Shift Reports').
Sales for one register only ('Shift Reports' or 'Offline Transactions').
Pay In and Pay Out amounts ('Shift Reports'): go to 'Reports', click 'Shifts', then click a shift and read the 'Pay In' and 'Pay Out' rows in the 'Cash Drawer Summary'.
Cashier cash short or over ('Shift Reports'): go to 'Reports', click 'Shifts', then click a shift and read the 'Over/Short' row in the 'Cash Drawer Summary', which compares 'Expected Drawer' with 'Actual Drawer'.
Employees and stock
Sales by employee ('Employee Performance'): go to 'Employees', then click 'Employee Performance'.
Stock value as of a current date ('Stock Value'): go to 'Stock Management', then click 'Stock Value'.
Transactions and orders
Voided or cancelled in-store orders ('Offline Transactions'): go to 'Offline Transactions' and read the 'Type' column. For the full list, click 'Export to CSV' and read the 'Is_Cancelled' column, where True means the sale was cancelled.
Voided or cancelled online orders ('Online Orders', for QR Order & Pay, Beep Delivery and Webstore): go to 'Online Orders', set your date range and channels, click 'Export to CSV', then look for the rows where the 'Status' column shows Cancelled.
Every in-store transaction with the items in each order ('Offline Transactions'): go to 'Offline Transactions', click 'Export to CSV', and tick 'Sold items' ('Include Items' on the updated page) before you click 'Export'.
Every online order with items ('Online Orders').
Download or save the details of one shift
The 'Export to CSV' button sits on the 'Shift Reports' list ('Reports', then 'Shifts'), not on a single shift. Its file has one row for each shift that opened in your timeframe, with that shift's totals for each payment method, its tax and its cash drawer amounts, not the sales inside the shift.
The 'Shift Details' page you open by clicking a shift has no export or download button. To keep a copy, use your browser's print option to save the page as a PDF.
Each sale in a shift, with the employee and amount, is listed in the 'Register Transactions' section of 'Shift Details', and QR Order & Pay orders paid at the counter are listed in its 'QR Order and Pay Transaction' section.
For what each section of a shift shows, see How to Understand Your Shift Report.
See the sales paid by one payment method
'Sales by Payment Method' ('Reports', then 'Payment Method') shows the total sales and number of transactions for each payment method, not the sales behind each total.
To list the in-store sales paid by one payment method, go to 'Offline Transactions', set your date range, click 'Export to CSV', then filter that payment method's column in the file to the rows that show an amount. The file has a column for 'Cash', 'Credit Card' and 'Debit Card', then one column named after each payment option you added under 'Settings', 'Payment Options'.
Each row also shows the 'Employee' on that sale. To see what was bought, tick 'Sold items' ('Include Items' on the updated page) before you click 'Export': each item then gets its own row under the sale, with the 'Item' and 'Quantity' columns and the sale's 'Receipt Number' but no payment amount. So to see the items in a sale you found, filter 'Receipt Number' to that sale.
Before you add up a payment method's column, delete the rows where 'Is_Cancelled' shows True, because those sales were cancelled.
Orders from QR Order & Pay, Beep Delivery and Webstore are not in this file; export 'Online Orders' instead and read its 'Payment Method' column.
For merchants in the Philippines (BIR reports)
Philippine stores have extra BIR-compliance reports in the 'BIR' section inside the 'Reports' menu. For step-by-step help with these, see How to View and Download BIR Reports (POS & BackOffice).
What you want to find | Report to use | Where to find it in BackOffice |
BIR Z-Reading (daily Z-count) | Z-Reading Report | Go to 'BIR', then click 'Z-Reading Report'. Each row shows the 'Z-Count', store, register, and gross sales |
BIR sales summary / POS sales report (daily or monthly) | POS Report | Go to 'BIR', then click 'POS Report'. Choose 'POS Daily' or 'POS Monthly', pick your cash register and date range, then click 'Download POS Report' |
BIR electronic journal | E-journal | Go to 'BIR', then click 'E-journal' |
Notes:
'Cancelled' transactions are not counted in your sales reports. 'Refunded' (returned) transactions are counted in 'Total Sales'; the refund is tracked separately (in 'Total Sales Returned') and is not subtracted automatically use 'Net Sales' for the figure after returns.
Your reports show a 'Data last updated on...' time at the top. If a recent sale is missing, it may not be included yet - wait for the next update and check again.
Troubleshooting
Problem | What to do |
The report shows no data | Check your date range and any filters, and the 'Data last updated on…' time at the top, a recent sale may not be included yet. |
A register or store is missing from the report | Make sure the register is assigned to the right store and that your date range covers when it was used. |
The numbers don't match what I expected | Some reports are for trends, not totals see How to Understand Differences in Sales Reports. |
I can't see a report at all | Your BackOffice role may not have permission, ask your account admin to check your role under 'Employees'. |
FAQs
1. Is there a report that shows my discounts by type or reason?
Not for manual discounts. A manual discount keyed in on the POS is a percentage or an amount with no name attached, so there is nothing for a report to group it by. For totals, use the 'Total Discount' column in 'Sales over time'. For automated promotions, go to 'Reports', then click 'Promotions'. To count the in-store sales that had a discount, go to 'Offline Transactions', click 'Export to CSV', and leave sold items and payment IDs unticked. In the file, keep only the rows where 'Transaction Type' is Sale and 'Is_Cancelled' is False, then for each date in 'Time' count the rows whose 'Discount' is below 0.00. For the average order value of those sales, add up 'Total' on the same rows and divide it by the number of rows you counted.
2. Which report shows my total takeaway fee?
None. Your 'Additional Takeaway Charge' is added to each item's price, so it is counted inside your product sales instead of being shown as its own total. It is added to every item, not once per order. Open a transaction's details to see the takeaway charge for that sale. To set up, change, or remove the charge, see How to Apply Discounts and Takeaway on POS.
3. How do I find a receipt or invoice with a takeaway fee?
Open the sale and check its details. In BackOffice, go to 'Offline Transactions' and click the transaction. On your POS, tap 'Transactions' and open the sale, or search by the receipt number.
4. Can I see which items were sold under a promotion?
No. There is no report that links the items sold to the promotion they were sold under. The closest you can get is to know how many times the promotion is being applied. Go to 'Reports', then click 'Promotions' to see how many times a promotion was used in the 'Applied Times' column.
Need Help?
Contact StoreHub Support via live chat in your StoreHub app or email [email protected].
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