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How to View or Download Sales Reports

Easily access your real-time transaction data, filter it by date, and export reports for record-keeping or analysis.

Updated over a week ago

  1. Log In to the Admin Portal

    1. Enter your Login Credentials to access your dashboard.

  2. Open Real-Time Transactions

    1. From the main menu, Go to 'Sales' and then select 'Real Time Transactions'.

    2. This page displays all recent machine transactions.

  3. Select a Date Range

    1. Use the Start Date and End Date fields to set the desired reporting period.

    2. This allows you to view transactions for a specific day, week, or month.

  4. Apply Filters (Optional)

    1. Use available filters to refine your report:

      1. Delivered Orders β€” shows all completed transactions.

      2. Refunded Orders β€” displays transactions that were refunded.

    2. You can also filter by product name, machine name or machine number, if needed.

  5. View and Analyze the Data

    1. The report will display key information, including:

      1. Transaction Date & Time

      2. Product Name

      3. Price

      4. Order Status

    2. Review this data directly on the screen or scroll to view more results.

  6. Export the Report (Optional)

    1. Click Export to download the sales report.

    2. You will get a downloaded file format in .xlsx in your Download folder.

  7. Access the Report (Optional)

    1. The downloaded file will be in your local Download folder

    2. You can open file in Excel Sheet and view the report

    3. Save the exported file on your device for record-keeping.

    4. You can also print the report if a physical copy is needed for accounting or business review.

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