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Table of Contents
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A. How to view sales report by staff

(lightbulb) The Report function is available in the Standard subscription. Please upgrade to this plan to experience enhanced features to serve your sales.

To view staff reports:

  1. Go to POS backend admin > Report > Sales by Staff

    image-20240329-073936.png

  2. Click on the calendar in the upper left corner and set the reporting period.

    image-20240329-074000.png

  3. Choose location(s) you desire to filter.

    image-20240329-074137.png

  4. Click on the column title you want to sort the data analytics.

    image-20240329-074217.png

  5. Click Export to download the Excel spreadsheet with payment methods.

    image-20240329-074243.png



B. Introduce sales report by staff

(lightbulb) All values of Sales by Staff report will be changed according to the filtered time range and locations.

Sales by Staff report includes:

Sales by Staff

Description

Staff name

  • All usernames of staffs created in the POS backend admin have placed at least one order.

Orders

  • The total number of orders created according to each staff.

Gross sales

  • Displays the gross sales according to each staff.
    (Gross sales value is not affected by the product/ order/ shipping discount, shipping fee or tax)

  • Formula:
    Gross sales = Original product price * Ordered quantity.

Discounts

  • Includes all product discounts and order discounts in all orders according to each staff.
    (The Point Discount retrieved from the redeem rewards program of such as the Joy: Loyalty Program app is a type of Order Discount)

Refunds

  • The total refunded amount (excluding the refunded shipping) of all orders according to each staff.

Net sales

  • The net sales of all orders according to each staff.

  • Formula:
    Net sales = Gross sales - Discounts - Refunds

Shipping

  • The total shipping amount for all orders according to each staff.

  • Formula:
    Shipping = Shipping charges - Shipping discount - Refunded shipping

Tax

  • The total tax for all orders according to each staff.

Total sales

  • The total sales for all orders according to each staff.

  • Formula:
    Total sales = Net sales + Shipping + Tax

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