Introduction to Reports: financials, sales & sessions
The five Merchant Hub reports — Financial Summary, Sales Breakdown, End of Session, Employee Sales, and Transactions — with filtering and export options.
What reports are in the Merchant Hub?
Reports give you a clear picture of how your business is doing. The Reports menu has five reports:
Financial Summary – A complete financial overview for any date range.
Sales Breakdown – Sales by product and category.
End of Session – What happened during a Station session, including a tips breakdown by staff.
Employee Sales – Sales performance per staff member.
Transactions – A line-item list of every payment processed.
Every report supports filtering by date range, Outlet, and Station. Reports can be exported as PDF, XLSX, or CSV.
Financial Summary
The Financial Summary is the most complete report in the Merchant Hub. It rolls up sales, taxes, payments, refunds, fees, and tips into one view, with period-over-period comparison available. The widgets at the top of the page include Gross Sales, Net Sales, Total Tax, Total Payments, Payment Methods, % Tax Breakdown, and Staff Sales.
The detailed report is divided into sections you can jump to using the navigation on the side: Sales Summary, Payments, Refunds, Card Processing, Staff Sales, Tips, and Discounts. The Card Processing section shows card processing fees collected during the period and is also visible in Pay → Payouts.
Click Download at the top of the page to download the report.
Sales Breakdown
The Sales Breakdown report gives you a detailed, order-level breakdown of individual transactions. Where the Financial Summary rolls everything up into totals, Sales Breakdown lets you see each order on its own line — useful for checking individual sales, reconciling a specific day, or exporting raw transaction data for your accountant.
Navigate to Manage → Reports → Sales Breakdown. The report opens on the current month by default. Use the filters at the top to set a date range and narrow to specific Stations.
Three KPI cards summarize the filtered period:
Total Orders – The number of orders in the period.
Gross Sales – Total sales before discounts and taxes.
Avg Order Value – Average sales per order across the period.
Below the cards, three charts visualize the same data: a Daily Sales Trend (gross sales per day), Payment Methods (how customers paid), and Order Status (the distribution of order statuses, such as Completed and Refunded).
The table lists every order in the period, with columns for Date, Receipt #, Status, Customer, Employee, Gross Sales, Discounts, Card, Cash, Tips, and Tax Total, plus a separate column for each tax that applied (for example, HST or GST). Click a column heading to sort, and page through results using the controls at the bottom.
Click Download at the top of the page to export the full report as CSV, XLSX, or PDF.
End of Session
An End of Session report is generated every time a Station session is closed. It's the close-out report your staff use to reconcile the cash drawer and review everything that happened during the shift.
Navigate to Manage → Reports → End of Session for the list of past sessions. The list opens on the current month by default; filter by date range and Station to find the session you want. Each row shows the session number, the Station, the Outlet, who opened the session, and who closed it. Click any session to open its full report.
At the top of a session report, a header block shows the Station and Outlet, the session number, when the session started and ended, who opened and closed it, and whether it's closed. Below that are four summary cards:
Gross Sales – Total before discounts and taxes.
Net Sales – Sales after discounts and refunds.
Total Tax – Tax collected across all tax groups.
Total Payments – All payment methods combined.
Additional charts cover Payment Methods (a breakdown by payment type such as cash or Final Pay), Tax Breakdown (tax collected by class), and Staff Sales (sales by team member).
Below the charts, the full detail is organized into sections you can jump to using the side navigation:
Sales Summary – Gross and net sales, discounts, tax collected, refunds, tips, and the session total.
Tax Breakdown – Tax collected, grouped by rate.
Payments – Amounts taken by each payment method.
Refunds – Refunds issued during the session, including any refunded tips.
Card Processing – Total Final Pay card payments, card processing fees, and the net payout expected.
Cash Drawer – The cash reconciliation: opening float, cash payments and refunds, any manual cash added or removed, the expected closing amount, the counted amount, and the resulting over/under.
Discounts – Cart and product discounts applied.
Click Download at the top of the report to export it as CSV, XLSX, or PDF.
Employee Sales
The Employee Sales report tracks individual sales performance and activity for each member of your team. Use it to compare staff, spot your top performers, and drill into the orders any one person rang up.
Navigate to Manage → Reports → Employee Sales. The report opens on the current month by default; filter by date range and Station at the top.
Four summary cards roll up the whole team for the period:
Gross Sales – Total revenue before refunds, across all employees.
Total Orders – The combined order count for the period.
Total Tips – All tips collected.
Avg Transaction – The weighted average per order.
A fifth figure, Employees, shows how many staff were active in the period.
Two charts visualize the team: Top Performers (employees ranked by gross sales) and Sales by Role (revenue distribution across roles).
Below the charts, the Employee Breakdown table lists each employee with columns for Name, Role, Gross Sales, Orders, Refunds, Tips, and Avg Transaction. Click any row to open that employee's detail page.
On an individual employee's page, summary cards cover just that person — Gross Sales, Orders, Refunds, Tips, and Avg Transaction — followed by a table of their individual orders, with Date, Time, Order #, Outlet, Station, Status, and Amount. You can filter this list by order status and page through the results.
The report can be exported as CSV, XLSX, or PDF.
Transactions
The Transactions report is a full log of every payment processed through your POS. Each time money changes hands, it creates a transaction entry here.
Unlike the Orders tab, which groups all activity for a sale into a single order record, the Transactions report breaks out each individual payment. If an order is paid with more than one payment method (for example, two different cards), each payment is recorded here as its own transaction.
Navigate to Manage → Reports → Transactions. The report opens on the current month by default; filter by date range and Station at the top.
Four summary cards roll up the filtered period:
Total Transactions – The number of transactions in the period.
Total Sales – The value of sale transactions (shown in green).
Total Refunds – The value of refund transactions (shown in red).
Average Value – The average per transaction.
The Transaction Log table lists every transaction, with these columns:
Date & Time – When the transaction was processed.
Amount – The transaction amount. Refunds are shown in red with a minus sign; sales in green.
Type – Whether the transaction was a Sale or a Refund.
Payment Method – How it was paid (Cash, Terminal, Tap to Pay, Cloud, or Custom Payment).
Outlet – Where the transaction occurred.
Station – The Station that took the payment.
Order # – The order this transaction belongs to.
Employee – The staff member who processed it.
Click a column heading (Date & Time, Amount, Payment Method, Outlet, or Station) to sort, and page through results using the controls at the bottom.
Filters and search: Use the search box to find transactions, filter by one or more payment methods using the toggles, and set the date range and Station from the filters at the top.
The report can be exported as CSV, XLSX, or PDF.