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
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In addition to basic reporting features, the following advanced reporting features are available on Pro and Enterprise plans
- Home dashboard
- 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
- Home dashboard
- Retail Dashboard
- Advanced sales report types:
- Advanced sale report measures:
- Inventory reports
- Comparison filter
- Sales reports
- Payments reports
|