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Quick, accurate and up-to-date access to your store’s reports can be vital when running a business. PayGo makes sure you can easily access and print or save any of your store reports for any period of time, all in easy-to-navigate windows.

This article will cover all of the areas where you can find your store’s Sales reports. 

Central Sales Screen

The easiest place to view your sales report is via your central Sales screen, accessed via the Menu. On this screen, you can view all of your recent sales based on your selected dates, as well as charts outlining your daily Sales by Department, Sales History Comparisons over last month as well as last year, and Today’s Info on your total transactions for the day and your average sale amount per transaction.

PayGo Reports

PayGo Reports is where you will find a collection of all available reports for your stores. You can access your PayGo reports in two places: either by clicking the Reports button on your Menu (accessed via your Menu button on each central screen), or by clicking the Reports button on your Admin Central screen. Both of these actions will bring you to the Reports screen, where there is a wide array of reports that can be selected and viewed.

There are 29 different reports on your store’s sales available within this box, ranging from daily sales performance to till reports to department performance reports.

Today’s Sales by Department: This is where you will see your sales for the day, broken down by which departments the sales came from. This report will allow you to choose whether to see gift certificate sales or not when viewing the report. The Detail view lists each department that sold items, as well as the name and ID of each item that was sold. The Summary shows each department, and the quantity of items sold per department. Both choices show quantity totals, the price before tax, percentage of total sales that each item or department brought in, the last cost of the goods sold as well as the average cost of goods sold, the last cost of the item’s margin sold (including the percentage of total sales) as well as the average cost of item’s margin (including the percentage of total sales). Totals for each can be viewed at the end of the report.

Today’s Sales by User: This is where you will see your sales for the day, broken down by workstation users. The Detail view lists each user that sold items, as well as the name and ID of each item that was sold. The Summary shows each user, and the quantity of items sold for that user. Both choices show quantity totals, the price before tax, percentage of total sales that each item or department brought in, the last cost of the goods sold as well as the average cost of goods sold, the last cost of the item’s margin sold (including the percentage of total sales) as well as the average cost of item’s margin (including the percentage of total sales). Totals for each can be viewed at the end of the report.

Today’s Sales by Customer: This is where your will see your sales for the day, broken down by customer. The Detail view lists each customer’s quantity and dollar amount totals, as well as the invoice number and the name and ID of each item that was sold. The Summary shows each customer’s name and ID, the quantity of items bought, the invoice total before tax, percentage of total sales that each customer bought, the last cost of the goods sold as well as the average cost of goods sold, the last cost of the sale’s margin sold (including the percentage of total sales) as well as the average cost of the total’s margin (including the percentage of total sales). Totals for each can be viewed at the end of the report.

Today’s Sales by Till ID: This is where you will see your sales for the day, broken down by till ID. The Detail view shows the total items sold per till, as well as a percentage of total sales, per each till ID. It also shows each item’s total price before tax, percentage of total sales that each till sold, the last cost of the goods sold as well as the average cost of goods sold, the last cost of the sale’s margin sold (including the percentage of total sales) as well as the average cost of the total’s margin (including the percentage of total sales). The Summary view shows everything that the Detail view does, except for each individual item name and ID. Grand totals can be viewed at the end of the reports.

Today’s Payments by Till ID: This is where you will see all payment information for the day, broken down by till ID and payment method. The Detail screen shows each till’s performance, broken down by each payment method. It also shows the invoice ID for each payment, any applicable gift certificates and their corresponding ID numbers, check or authorization numbers for each payment, the transaction code for each, and the total amount paid. The Summary screen shows totals for each payment method, as well as the date that they were processed. Grand totals for each can be seen at the end of the reports.

Hot Sellers: This is where you can see what has been selling the most in your stores. When you click on this button, a pop-up window will prompt you to enter start and end dates for reports, instead of defaulting to the current day like previous buttons. After a date range is entered, another pop-up window will ask if you would like to specify other criteria, such as department or vendor. You can also choose to omit records with no sales data in the next pop-up window. When the report has been compiled, you can choose to view by item, vendor or department. You can also break the report down further by sorting by totals, margin, or quantity of each item sold. Like most sales reports in this section, the results are broken down by quantity of each item sold, each item’s total price before tax, percentage of total sales that each item counted towards, the last cost of the goods sold as well as the average cost of goods sold, the last cost of the item’s margin sold (including the percentage of total sales) as well as the average cost of the total’s margin (including the percentage of total sales).

Sales by Department: This will show you how each department has been performing. When this button is clicked, you will be taken to a Search Screen where you can specify a set of dates to analyze (as well as any other search parameters you may choose). When search parameters are specified, a pop-up window will ask if you would like to include gift certificate sales. The Detail report will show each department, with a list of item name and IDs that were sold within the search parameters. The Summary report shows each department and quantity of items within that department sold. Both choices show quantity totals, the price before tax, percentage of total sales that each department brought in, the last cost of the goods sold as well as the average cost of goods sold, the last cost of the item’s margin sold (including the percentage of total sales) as well as the average cost of item’s margin (including the percentage of total sales). Totals for each can be viewed at the end of the report.

Sales by Month: This will show you how your stores have been performing, broken down by monthly totals. When this button is clicked, you will be taken to a Search Screen where you can specify a set of dates to analyze (as well as any other search parameters you may choose). When search parameters are specified, the report will show you total items sold, as well as the totals before tax, percentage of total sales that each store brought in within the specified month, the last cost of the goods sold as well as the average cost of goods sold, the last cost of all items margin sold (including the percentage of total sales) as well as the average cost of all of the items margin (including the percentage of total sales). Totals can be viewed at the end of the report.

Sales by Day: This will show you how your stores have been performing, broken down by daily totals. When this button is clicked, you will be taken to a Search Screen where you can specify a date to analyze (as well as any other search parameters you may choose). When search parameters are specified, the report will show you total items sold, as well as the totals before tax, percentage of total sales that each store brought in, the last cost of the goods sold as well as the average cost of goods sold, the last cost of all items margin sold (including the percentage of total sales) as well as the average cost of all of the items margin (including the percentage of total sales). Grand totals can be viewed at the end of the report.

Average Sales Transactions/Day: This will show you your average store performance within a day. When this button is clicked, you will be taken to a Search Screen where you can specify a date to analyze (as well as any other search parameters you may choose). When search parameters are specified, the report will show you the average invoice totals, as well as the total invoices for the date in question and the average number of items per invoice on that date.

Average Sales Transactions/Hour: This will show you your average store performance within an average hour. When this button is clicked, you will be taken to a Search Screen where you can specify a set of dates to analyze (as well as any other search parameters you may choose). When the search parameters are specified, a pop-up window will ask if you would like to break down the report by days as well. The report will show you the hours you were active per store, the average invoice total per hour, the total invoices within the hours specified, average number of items per invoice, and total dollar amount of the invoices. The totals and grand averages for both individual stores and cumulative between all stores are shown at the end of the report.

Sales by Alternate Sizes: When adding inventory to your PayGo software, you have the option of adding alternate sizes for that inventory item. This report will show your sales, organized by items and their alternate sizes. When this button is clicked, you will be taken to a Search Screen where you can specify a set of dates to analyze (as well as any other search parameters you may choose). The report will show you all items sold and any applicable alternate sizes of that item, as well as the item’s name and ID, broken down by department. It will also show the total quantity of each item sold, as well as the totals before tax, percentage of total sales that each item brought in, the last cost of the goods sold as well as the average cost of goods sold, the last cost of all items margin sold (including the percentage of total sales) as well as the average cost of all of the items margin (including the percentage of total sales). Grand totals can be viewed at the end of the report.

Sales Tax: This will show you the amount of sales tax you owe for each store. When this button is clicked, you will be taken to a Search Screen where you can specify a set of dates to analyze (as well as any other search parameters you may choose). The report will show the total pre-tax income within the search parameters, as well as city and state tax that is to be taken out of the total. It will also show the dollar amount of taxable and non-taxable sales, and the total tax owed. Grand totals can be found at the bottom of the report.

Sales by Manufacturer: This will show your sales, broken down by manufacturer. When this button is clicked, you will be taken to a Search Screen where you can specify a set of dates to analyze (as well as any other search parameters you may choose). The Detail view will show all items sold broken down by manufacturer, as well as the item’s name and ID, and any applicable discounts that were applied to the item. The Summary view will show total quantities sold for each department, as well as discounts applied. Both reports show the total quantity of each item sold, as well as the totals before tax, percentage of total sales that each item brought in, the last cost of the goods sold as well as the average cost of goods sold, the last cost of all items margin sold (including the percentage of total sales) as well as the average cost of all of the items margin (including the percentage of total sales). Grand totals can be viewed at the end of the reports.

Sales by User: This will show your sales, broken down by user. When this button is clicked, you will be taken to a Search Screen where you can specify a set of dates to analyze (as well as any other search parameters you may choose). The Detail view will show all items sold broken down by user, as well as each item’s name and ID. The Summary view will show total quantities sold for each user. Both reports show the total quantity of each item sold, as well as the totals before tax, percentage of total sales that each item brought in, the last cost of the goods sold as well as the average cost of goods sold, the last cost of all items margin sold (including the percentage of total sales) as well as the average cost of all of the items margin (including the percentage of total sales). Totals for each user can be seen at the bottom of their section, and grand totals can be viewed at the end of the reports.

Sales by Salesperson: This will show your sales, broken down by salesperson. When this button is clicked, you will be taken to a Search Screen where you can specify a set of dates to analyze (as well as any other search parameters you may choose). The Detail view will show all items sold broken down by salesperson, as well as each item’s name and ID. The Summary view will show total quantities sold for each salesperson. Both reports show the total quantity of each item sold, as well as the totals before tax, percentage of total sales that each item brought in, the last cost of the goods sold as well as the average cost of goods sold, the last cost of all items margin sold (including the percentage of total sales) as well as the average cost of all of the items margin (including the percentage of total sales). Totals for each salesperson can be seen at the bottom of their section, and grand totals can be viewed at the end of the reports.

Sales by Department/Class/Category: This will show your sales, broken down by each item’s department, class and category. When this button is clicked, you will be taken to a Search Screen where you can specify a set of dates to analyze (as well as any other search parameters you may choose). The report will show the total amount of items sold for each department, class and category, as well as the totals before tax, percentage of total sales that each item brought in, the last cost of the goods sold as well as the average cost of goods sold, and the last cost of all items margin sold as well as the average cost of all of the items margin. Grand totals can be viewed at the end of the report.

Sales Summary: This is an in-depth sales summary. When this button is clicked, you will be taken to a Search Screen where you can specify a set of dates to analyze (as well as any other search parameters you may choose). Two reports will pop up after parameters are specified. Report-1 shows total sales within the defined parameters, broken down by department. This report shows the quantity of items sold in each department, the gross sales, and any applicable discounts. It also shows the totals before tax, percentage of total sales that each department brought in, the last cost of the goods sold as well as the average cost of goods sold, the last cost of all items margin sold (including the percentage of total sales) as well as the average cost of all of the items margin (including the percentage of total sales). Grand totals can be found at the end of the report. Report-2 shows taxes collected and payment methods within the defined parameters, per store. Totals can be found at the end of each section.

Sales Journal: This is a report detailing every transaction made, within certain parameters. When this button is clicked, you will be taken to a Search Screen where you can specify a set of dates to analyze (as well as any other search parameters you may choose). The Detail view shows each transaction with invoice number, date, time, user, customer, and till ID. It also details each item sold, the name of the vendor the item came from and the cost of each item, any applicable discount on the item, subtotals per item, the total cost, and the last and average costs of the margin for each item. Payment methods are shown on this view, as well as any applicable authorization or check numbers. The Summary view shows each invoice number, date and time, till ID, and customer number. It also shows the subtotal for the invoice, total discounts given on the invoice, total for the invoice, and payment methods and amounts. This view also shows the last and average costs of the margin for each transaction.

Invoices with Deposit: This report will show you all open invoices in your software that have had customer deposits or payments. It includes the invoice ID number and the date it was generated, the full amount of the invoice, and the amount paid on the invoice as well as the amount still owed.

Items Sold at Discount: This is where you can see all items sold within your stores that were sold at a discount. When this button is clicked, you will be taken to a Search Screen where you can specify a set of dates to analyze (as well as any other search parameters you may choose). The Detail view is broken down by store, and then by each discount and its reason. Under each discount reason, the invoice ID number and date for the discount is posted, along with the discounted item’s name and ID, the PayGo user that was logged in when the discount was given, the quantity of discounts given, the retail amount for your store, and the total discount given. The Summary view is also broken down by store, but shows the markdown reason, the number of times the markdown was used, the total discount given, the extended amount, and the percentage of each discount type that has contributed to the collective discounts given. Totals for each can be viewed at the bottom of the report.

Payment Method Totals: This is where you can see totals for each payment method used in your stores. When this button is clicked, you will be taken to a Search Screen where you can specify a set of dates to analyze (as well as any other search parameters you may choose). The Detail view shows each type of payment used in your stores within the search parameters, along with each payment’s invoice ID, Till ID, amount paid, and any relevant identifiers, such as a gift card number, check number, transaction code, or authorization code. The Summary view shows the totals for each payment type. Totals for each can be viewed at the bottom of the report.

Returns: This is where you can view any returns that your stores might have processed. When this button is clicked, you will be taken to a Search Screen where you can specify a set of dates to analyze (as well as any other search parameters you may choose). The report is broken down by departments, and shows each returns transaction code, invoice number, date posted, item ID and name.  It also shows the quantity of items returned, which user was logged into PayGo when the return was processed, the name of the customer returning the item and the record type and notes for the return. In addition, it shows your retail price for the item and the amount of money returned. Totals can be viewed at the end of the report.

Performance by Department: This report shows how your departments are performing. When this button is clicked, you will be taken to a Search Screen where you can choose to search by either the department’s name or ID number. Next, you will see a pop-up window that will ask you to specify a date range. You can choose to sort by sales, margin, or name in the next pop-up window. The report will show you the quantity of items sold within the department, the cost of goods sold (both last cost and average cost), the margin cost (both last margin and average margin), and the total sales in a dollar amount. It will also show the percentage of margin within the cost (both last and average).

Till Summary: This shows the history of a chosen till. When clicked, a pop-up window will ask you to enter the till ID you wish to view. The report will show you what type of currency or payment method has been used , the till’s totals, the total counted for the till, the till’s starting amount, the difference between starting amount and total, and the date of each transaction processed.

Till Detail: This is where you can see detailed information on a given till. When this button is clicked, you will be prompted to enter in the name of the till you would like to view. The report shows what transaction types and amounts have gone through the till, along with the date, the percentage of each payment type the till has taken in, and any notes the till might have. There is also an area for any general notes, as well as relevant weather reports for the day and area. Grand totals are at the bottom of the report.

Till X Report: this is where you can get a printout of specific till records.  When clicked, a pop-up window will ask you to enter the date or date range you would like to view, and from there you are able to select which till you would like to see by clicking the orange triangle next to each till name. When selected, a pop-up box will ask you whether you would like to print out a full page or on your receipt paper. The report will show you what items this till has sold within the date range, broken down by department. It will also show you all taxes from transactions, as well as any discounts applied through this till.

Tip Report: This will show you all tips recorded in your stores. When clicked, a pop-up window will ask you to enter the date you would like to view the tip report for.

Sales by ZIP Code: This will show you how many sales you’ve made, by customer’s zip code. When this button is clicked, you will be taken to a Search Screen where you can specify a set of dates to analyze (as well as any other search parameters you may choose). After search parameters are specified, a pop-up window will ask if you would like to group by store ID or ZIP code. The report will show you the number of purchases per ZIP code, the amount of money spent, any discounts, and grand totals.

In addition to the Sales Reports box, there are several other sections within your Reports screen that can give you information about your store’s sales. The Vendor/Consignor Reports box is where you can view Performance by Vendor or Sales by Vendor. The Customer Reports can show you Customer Sales Detail reports. The Inventory Reports box will show you how many Outstanding Certificates or Outstanding InStore Credits your customers may have accumulated.

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