In addition to showing you a list of your sales, this report is a great tool if investigating possible duplicate transactions. If you do find a duplicate transaction, please reach out to support via the chat bubble. We can then remove the duplicate transaction to correct your reports.

1. Click the Reports icon on the left of the page.

2. Select the Transactions tab.

3. To view the details of a specific transaction, select it from the list.

4. A details window will appear on the right and display the various transaction details.

The Transactions Report can be filtered by Date, Order Type, Register, Amount, Payment Type or Tender, Gross Profit, and Net Amount. To display these fields, enable the corresponding columns in the column selection tool. Once selected, they will appear in the drop‑down or quick filter options. If you’re trying to locate a specific transaction or analyze activity patterns, the filter tools make it quick and easy to narrow down the data and gain insights.

Filters transactions by the total dollar amount of the transaction, including taxes and discounts.

Filters based on which employee processed the transaction. Helpful for reviewing team member activity for accountability or coaching, spotting potential training opportunities or misuse, or identifying who handled a specific sale, return, or money drop.

Filters transactions based on when they occurred. Helpful for finding transactions from a specific shift, day, or week, and when investigating an issue reported at a certain time.

Filters by the gross profit on the transaction. Helpful for spotting transactions with zero or negative profit (which may indicate discounts, mispricing, or returns).

Filters by the total paid or refunded before taxes.

Filters transactions by the specific register (e.g., Register 1, Register 2).

Filters based on the payment method used (e.g., cash, other).

This filter lets you choose which types of transactions to view, such as Sales, Returns, or Cash Drops. It’s especially useful for separating sales from refunds to gain clearer insight, tracking return activity to spot potential issues, and reviewing non‑sale cash movements like drawer drops or payouts.

To search for transactions within a specific time frame, select the filter icon and apply Date Is After or Date Is Before filters. This lets you set a start date or an end date, so you can narrow the report to the exact period you need. You can also use the filter icon to apply multiple filters at the same time, making it easy to refine the report by different criteria and quickly locate the transactions you’re looking for.