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What is the difference between basic and advanced reporting?

Retail POS offers basic reporting functions that are available to all merchants regardless of plan type.

For retailers on a Pro, Enterprise, or Advanced plan, additional advanced reporting functions are available.

If you are unsure what plan you are on, navigate to Setup > Billing and your plan will be listed as You’re currently on the X plan.

Lite, Pro and Enterprise plans

Basic reporting features Advanced reporting features

Available Lite, Pro, and Enterprise plans.

  • Home dashboard
  • Sales history
  • Sales report types:
    • Sales Summary
    • User
    • Customer
    • Customer Group
    • Product 
    • SKU Name
  • Sales report measures:
    • Customer

    • Gross profit

    • Return count

    • Revenue (inc. tax)

    • Tax

  • Inventory reports:
    • On-hand
    • All Inventory levels
  • Payment reports
  • Register closures
  • Store credit reports
  • Tax reports

In addition to basic reporting features, the following advanced reporting features are available on Pro and Enterprise plans

  • Home dashboard
    • Advanced retail metrics
  • Retail dashboard
  • Gift cards reports
  • Advanced sales report types
  • Advanced sale report measures:
  • Inventory reports:
    • Low inventory report type
    • Inventory replenishment report tab
    • Inventory performance report tab
  • Comparison filter
    • Sales reports
    • Payments reports

Lean, Standard, and Advanced plans

Basic Reporting features Advanced Reporting features

Available Lean, Standard, and Advanced plans.

  • Home dashboard
  • Sales history
  • Sales reports types:
    • Sales summary

    • Customer group

    • Promotion

    • Sales channel*

  • Sales report measures:
    • Discounted

    • Discounted (%)

    • Gross profit

    • Margin (%)

    • Revenue

    • Revenue (inc. tax)

    • Sale Count

    • Tax

  • Payment reports
  • Register closures
  • Gift card reports
  • Store credit reports
  • Tax reports

*Not available on Lean

In addition to basic reporting features, the following advanced reporting features are available Advanced plans

 

 

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