End of Day Report

Ruby_Rouge_Admi
Excursionist
39 0 33

Is there anyway we can run some form of end of day report which shows items like

Number of Sales

Number of Refunds

 

because right now it is hard to track exactly what has happened during the day. Most POS give some form of audit report which tells you at a glance what transactions occurred during the day and this is essential for balancing the till at the day end.

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Andrew_Paliga
Shopify Staff
Shopify Staff
233 0 29

Hi Ruby,

Thanks for the question. You have two options here:

1) Use Register Shifts, they track your total sales and total refunds by payment type for any desired time period.

2) Use Reports in admin. You can look at all your sales filtered with many different properties such as location or staff.

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Ruby_Rouge_Admi
Excursionist
39 0 33

Hi Andrew,

 

the problem with the Register Shifts is that it just gives totals. We need a list of transactions on a date/time ordered basis. for instance, a refund may be from a sale last week, and this is information that the supervisor or manager needs to know! You can review the actual sales for a day but I cannot see how you can trace a refund?

 

Cyril.

Andrew_Paliga
Shopify Staff
Shopify Staff
233 0 29

Thanks for the clarification,

You can get this info by exporting your transactions:

1) Go to orders in your admin

2) Click "Export"

3) Click "Export Transaction History"

This should have the info you are looking for.

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Greg_Stare
Excursionist
19 0 6

It would be helpful for us if an "end of day" report or some kind of admin access to the register detail included adjustments. This information is critical for accounting purposes since it tracks cash in and out of the register apart from sales. Some examples include removing excess cash which would count as income. We also pay the window washer and other services and payouts from the register. As of now, we have to print the paper end-of-day report (which doesn't include the register number) and send that to our book keeper.

Andrew_Paliga
Shopify Staff
Shopify Staff
233 0 29

Thanks Greg,

That is great feedback. We will look to add this sort of report in the future.

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Jack_Couch
Shopify Partner
13 0 1

You can run a report using this free tool we built:

https://monchilla.zendesk.com/hc/en-us/articles/201792915-Downloading-Shopify-Transactions

And it will show all of your orders and all of your refunds. It also shows any other transaction that affects your balance (payouts, etc), but that should be very easy to filter out if you need to.

 

-Jack

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