How to read your Sales Breakdown report
Read the Sales Breakdown report in the Merchant Hub — a detailed breakdown of individual transactions, with sales cards, charts, and the Orders table.
What the Sales Breakdown shows
The Sales Breakdown report is a detailed breakdown of individual transactions for a chosen period — three cards, three charts, and the Orders table.
Cards
Total Sales — the number of sales in the selected period.
Gross Sales — total before discounts and taxes.
Total Refunds — the number of refunds in the selected period.
Charts
Daily Sales Trend — gross sales per day.
Payment Methods — card vs. cash breakdown vs. others.
Sales vs Refunds — distribution by transaction type (sales vs. refunds).
Orders table
The Orders table (it shows how many orders are listed, e.g. "Showing 16 of 16 orders") lists each transaction with these columns:
Order Date
Receipt #
Type — Sale or Refund
Outlet
Staff
Items
Subtotal
Discounts
your tax rate — the column is named for your tax (for example, NL Sales Tax 15%)
Total
Several columns are sortable — click the arrows in the header (for example, Order Date, Receipt #, Outlet, Staff, Subtotal, Total).
Open and filter the report
In the Merchant Hub, go to Reports and open Sales Breakdown.
Set the date range for the period you want.
Filter by outlet — it defaults to All outlets.
Reading the report
The cards give you the headline counts and gross sales; the charts show the trend over time, how customers paid, and how sales compare to refunds; and the Orders table lets you trace every individual transaction line by line.
Exporting the report
Use the Download button to export the Sales Breakdown as CSV, Excel (XLSX), or PDF. For the full steps, see How to export your reports.
Frequently asked questions
What does Total Sales count? The number of sales in the selected period. Refunds are counted separately in Total Refunds.
What's the third chart? Sales vs Refunds — the distribution of transactions by type (sales vs. refunds).
What's in the Orders table? Each transaction's Order Date, Receipt #, Type, Outlet, Staff, Items, Subtotal, Discounts, tax, and Total.
Can I sort or download it? Yes — sort by the column arrows, and use Download to export as CSV, Excel (XLSX), or PDF.
Step by step
- 1
Open the report
In the Merchant Hub, go to Reports and open Sales Breakdown.
- 2
Set the date range
Choose the period you want to review.
- 3
Filter by outlet
Use the outlet filter to focus on a location; it defaults to All outlets.
- 4
Read the cards
Review Total Sales (number of sales), Gross Sales (before discounts and taxes), and Total Refunds (number of refunds).
- 5
Review the charts
Check the Daily Sales Trend (gross sales per day), Payment Methods (card vs. cash vs. others), and Sales vs Refunds (by transaction type).
- 6
Scan the Orders table
The Orders table lists each transaction: Order Date, Receipt #, Type, Outlet, Staff, Items, Subtotal, Discounts, your tax rate, and Total. Sort by the column arrows.
Frequently asked questions
What does Total Sales count?
The number of sales in the selected period. Refunds are counted separately in Total Refunds.
What's the third chart?
Sales vs Refunds — the distribution of transactions by type (sales vs. refunds).
What's in the Orders table?
Each transaction's Order Date, Receipt #, Type, Outlet, Staff, Items, Subtotal, Discounts, tax, and Total.
Can I sort or download it?
Yes — sort by the column arrows, and use Download to export as CSV, Excel (XLSX), or PDF.