Enhanced Reports on Merchant Web Portal?
This feature allows merchants to view detailed Reports from the Merchant Portal.
- Sales Summary - Provides an overview of total sales, order count, discounts, refunds, taxes, tips, and net sales for the selected time period.
- Unpaid Orders - Displays a list of orders that have not been paid, helping merchants track pending payments.
- Rejected Orders - Provides a summary of orders that were rejected, including order details and rejection information.
- Item Sales - Summarizes sales based on individual items sold during the selected time period.
- Category Sales - Summarizes sales based on product categories, helping merchants understand which categories generate the most sales.
- Payment Methods - Provides a breakdown of sales by payment method, such as cash, card, and other tender types.
- Tax Summary - Summarizes the tax collected for orders during the selected time period.
- Tip Summary - Provides a summary of tips earned during the selected time period.
- Other Reports
- Shift Summary Report - Provides a summary of employee shifts, including shift duration, total sales, total tips, and order count.
- Cash Drawer Usage Report - Provides a summary of cash drawer activity, including transactions and manual cash drawer events.
- Hourly Transaction Report - Provides a summary of hourly sales transactions for the selected date or time period.
Please request the Applova Support team to enable the Reports V2 feature for your business.
How to View Reports via Merchant Web?
Step 1
Login to the "Merchant Web Portal" and click on "Products".
Step 2
Click on "Reports" to view reports.
Step 3
Then click on the preferred report.
Sales Summary Report
There are three types of Sales Summary Reports. The data displayed on the report can be filtered by date and a CSV file can be downloaded.
Report names can be customized only for the Rejected Orders and Unpaid Orders reports. The discount breakdown can be displayed only in the Sales Summary reports.
1. Sales Summary for Paid Orders2. Sales Summary for Unpaid Orders3. Sales Summary for Rejected Orders
1. Sales Summary for Paid Orders
This report displays a sales summary for paid orders. The summary includes gross sales, discounts, refunds, net sales, tax, tips, and service charge, flat fee, delivery charge.
2. Sales Summary for Unpaid Orders
This report displays a sales summary for unpaid orders. The summary includes gross sales, discounts, net sales, tax, tips, delivery charges, service charges and flat fees.
3. Sales Summary for Rejected Orders
This report displays a sales summary for rejected orders. The summary includes gross sales, discounts, net sales, tax, tips, service charges, delivery charges and flat fees.
How to Download a Report
Step 1
On the selected report page, click the download icon. A CSV file of the detailed report will be downloaded automatically.
Item Sales Report
This report displays items sold with their quantity. The data displayed on the report can be filtered by date and a CSV file can be downloaded as well. Items in this report can be sorted either;
- Alphabetically
- Based on the number of items sold
- Based on sales
How it Reflects on Merchant Web
How to Download a Report
Step 1
On the item sales report page, click the download icon. A CSV file of the detailed report will be downloaded automatically.
Category Sales Report
This report summarizes sales by product category instead of individual items, using a hierarchy of Main Category → Sub-Categories. It shows the Category Name, Quantity Sold, and Total Sales for each category, making it easier to spot top-performing categories, understand demand, and support decisions on menus, promotions, and inventory. Products without an assigned category are grouped under "Miscellaneous".
Use Case Scenario
When a product is linked to both a main category and a sub-category, its sales amount will be shown under each assigned category in the report. However, in the overall revenue total, that sale is counted only once, so there is no double counting.
Example:
If Fries is assigned to both Category 01 (Main Category) and Category 02 (Sub-Category), a sale of Fries will appear in both categories.
Still, the overall total revenue will include that sale only once.
If the "Miscellaneous" Category has been:
- Hidden
- Renamed
The report will automatically respect those existing settings.
How to Download a Report
Step 1
On the category sales report page, click the download icon. A CSV file of the detailed report will be downloaded automatically.
Sales by Payment Methods Report
This report displays sales by different payment methods such as cash, discover, AMEX, VISA, Mastercard and other cards that have not been specified. Total amount of sales displayed at the bottom right hand corner should tally with the total sales of the day. The data displayed on the report can be filtered by date and a CSV file can be downloaded.
How to Download a Report
Step 1
On the sales by payment methods report page, click the download icon. A CSV file of the detailed report will be downloaded automatically.
Tax Summary Report
This report displays tax names, tax rates along with the amount of tax collected of tax groups that are defined through the Merchant Web. The data displayed on the report can be filtered by date and a CSV file can be downloaded.
Product specific taxes are displayed under "Other"
How to Download a Report
Step 1
On the tax summary report page, click the download icon. A CSV file of the detailed report will be downloaded automatically.
Tip Summary Report
This report displays a tip summary with the date, employee name and the tip amounts earned by the employees. Total tips will be displayed at the bottom right hand corner. The data displayed on the report can be filtered by date and by employee's name. A CSV file can be downloaded as well.
How to Download a Report
Step 1
On the tip summary report page, click the download icon. A CSV file of the detailed report will be downloaded automatically.
Shift Summary Report
This report allows users to choose between two views: individual shifts by the clock in order or shifts grouped by employee. The Individual Shifts view displays each shift according to its clock in time, while the Grouped by Employee view displays a summary of total hours, other shift details for each employee.
The Shift Summary Report can be viewed in two formats.
- In Individual Shifts : Capable of viewing shifts of each employee by the Clocked In order
The date picker button allows you to filter and display records from a specific time period. Clicking the download button allows you to download a CSV copy of the filtered records. If the view button is clicked on a specific record, a detailed view will be displayed.
2. Grouped by Employee : Able to view an employee's shifts grouped together
How to Download a Report
Step 1
On the shift summary report page, click the download icon. A CSV file of the detailed report will be downloaded automatically.
Cash drawer Usage Report
This report provides a summary of cash drawer activity for the selected time period. It includes the number of cash transactions and manual drawer events performed manually, helping merchants monitor cash handling and drawer usage.
How to Download a Report
Step 1
On the cash drawer usage report page, click the download icon. A CSV file of the detailed report will be downloaded automatically.
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