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".
Step 2
Click on "Reports" to view reports.
Step 3
Then click on the preferred report.
Sales Summary Report
This report displays a sales summary for paid orders within the selected date range. Merchants can use this report to review completed sales activity and understand revenue collected during a specific period.
The summary includes gross sales, discounts, refunds, net sales, tax, tips, service charges, flat fees, and delivery charges.
How to Download a Sales Summary Report?
Step 1
On the Sales Summary report page, select the required date range.
Step 2
Click the download dropdown.
| Report Type | When to Use | What It Includes |
|---|---|---|
| Summary Report | Use this to download the sales summary shown on the screen. | Summary-level sales values for the selected date range. |
| Detailed Report | Use this for order-level review and revenue reconciliation. |
|
Step 3
If “Detailed Report” is selected for a date range over 7 days, the Email Detailed Report popup will appear.
Note: The email address field is prefilled with the merchant’s email address. You can also change the email address before sending the report.
Unpaid Sales Summary Report
This report displays a sales summary for unpaid or pending orders within the selected date range. Merchants can use this report to track orders that have not yet been paid and review pending sales activity.
The summary includes gross sales, discounts, net sales, tax, tips, delivery charges, service 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.
Rejected Sales Summary Report
This report displays a sales summary for rejected orders within the selected date range. Merchants can use this report to review orders that were rejected and understand the related sales values.
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, allowing merchants to review item sales activity for a specific date range. 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 in the report can be filtered by date, allowing merchants to review payment method activity for a specific date range.
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 by tax groups that are defined through the Merchant Web. The data displayed in the report can be filtered by date, allowing merchants to review payment method activity for a specific date range.
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.
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 provides a summary of employee shifts, including shift duration, total sales, total tips, and order count. It allows users to choose between two views:
- In Individual 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 and other shift details for each employee.
Step 1
Click on "Other Reports", then select "Shift Summary Report" from the dropdown menu.
Click on "Other Reports", then select "Shift Summary Report" from the dropdown menu.
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.
The Following activity types will appear on the cash drawer usage report on Merchant Web;
Transaction: When the cash drawer is opened as part of a cash payment transaction.
Manual: When the cash drawer is opened manually for non-transaction activities
Paid In: When the cash drawer is opened to deposit cash.
Paid Out: When the cash drawer is opened to withdraw cash.
Start Drawer: When the cash drawer is opened to enter the starting cash balance.
End Drawer: When the cash drawer is opened to close and reconcile the drawer.
Step 1
Click on "Other Reports", then select "Cash drawer Usage Report" from the dropdown menu.
Click on "Other Reports", then select "Cash drawer Usage Report" from the dropdown menu.
You will be redirected to a new page where you can view the cash drawer related details
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.
Hourly Transaction Report
This report provides a summary of hourly sales transactions for the selected date or time period. The data displayed on the report can be filtered by date, allowing merchants to review the hourly transaction activity for a specific date range.
Step 1
Click on "Other Reports", then select "Hourly Transaction Report" from the dropdown menu.
Click on "Other Reports", then select "Hourly Transaction Report" from the dropdown menu.
Step 2
You will then be redirected to a new page where you can view the hourly transaction details.
How to Download a Report
Step 1
On the hourly transaction report page, click the download icon. A CSV file of the detailed report will be downloaded automatically.
How to Filter Reports by Revenue Centers?
When Revenue Centers are set up, merchants can filter reports based on the revenue center. This helps track sales performance by specific ordering points such as individual Kiosks or POS registers.
For instructions on managing revenue centers through the Merchant Portal, please refer to the following article:
How to Manage Revenue Centers via Merchant Portal?
How to Manage Revenue Centers via Merchant Portal?
Step 1
Login to the Merchant Web Portal.
Step 2
Navigate to the Reports section.
Navigate to the Reports section.
Step 3
Select the needed report and click on the "Filter icon".
Step 4
Click on "Revenue Centers" from the dropdown.
Image Link
Image Link
Step 5
Select the required Revenue Center from the dropdown and click on "Apply"
Step 6
The Report will get generated accordingly.
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Image Link
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