How to read your Transactions report
Read the Transactions report in the Merchant Hub — the full transaction log of individual sales and refunds, with totals, search, filters, and export.
What the Transactions report shows
The Transactions report is your full transaction log with filtering and export — every individual sale and refund for the period.
Cards
Total Transactions — the count in the selected period.
Total Sales — from order transactions.
Total Refunds — from refund transactions.
Average Value — per transaction.
Transaction Log
The Transaction Log (it shows how many are listed, e.g. "Showing 15 of 15 transactions") lists each transaction with these columns:
Date & Time
Amount
Type — Sale or Refund
Payment Method
Outlet
Station
Order #
Employee
Several columns are sortable — click the arrows in the header (for example, Date & Time, Amount, Payment Method, Outlet, Station).
Open and filter the report
In the Merchant Hub, go to Reports and open Transactions.
Set the date range for the period you want.
Filter by outlet — it defaults to All outlets.
Narrow further — use Search transactions to find a specific one, or filter by payment type: Terminal, Tap to Pay, Cloud, Cash, or Custom Payment.
Reading the log
Use the Type column to tell sales from refunds at a glance, and the Payment Method, Outlet, Station, and Employee columns to see how, where, and by whom each transaction was taken. This is the report to use when you need to trace an individual transaction rather than period totals — it itemizes every movement of money, which makes it the most useful export for reconciling against your bank or accounting software.
Exporting the report
Use the Download button to export the Transactions report as CSV, Excel (XLSX), or PDF. For the full steps, see How to export your reports.
Frequently asked questions
How do I narrow the list? Filter by outlet, filter by payment type (Terminal, Tap to Pay, Cloud, Cash, or Custom Payment), or use Search transactions.
How is this different from Sales Breakdown? Transactions is a line-by-line log of every sale and refund; Sales Breakdown focuses on cards and charts.
Does it include refunds? Yes — each refund is its own row (Type = Refund), and Total Refunds is shown as a card.
Can I download it? Yes — export as CSV, Excel (XLSX), or PDF.
Step by step
- 1
Open the report
In the Merchant Hub, go to Reports and open Transactions.
- 2
Set the date range
Choose the period you want to review.
- 3
Filter or search
Filter by outlet (defaults to All outlets), use Search transactions, or filter by payment type: Terminal, Tap to Pay, Cloud, Cash, or Custom Payment.
- 4
Read the cards
Review Total Transactions, Total Sales (from order transactions), Total Refunds (from refund transactions), and Average Value (per transaction).
- 5
Scan the Transaction Log
Each row shows Date & Time, Amount, Type (Sale or Refund), Payment Method, Outlet, Station, Order #, and Employee. Sort by the column arrows.
Frequently asked questions
How do I narrow the list?
Filter by outlet, filter by payment type (Terminal, Tap to Pay, Cloud, Cash, or Custom Payment), or use Search transactions.
How is this different from Sales Breakdown?
Transactions is a line-by-line log of every sale and refund; Sales Breakdown focuses on cards and charts.
Does it include refunds?
Yes — each refund is its own row (Type = Refund), and Total Refunds is shown as a card.
Can I download it?
Yes — export as CSV, Excel (XLSX), or PDF.