How to Generate Your Sales by Employee Report

If you select 'Reports' from the navigation bar on the left in your backoffice this will present you with a calendar view of the current month's sales.

In the reports section when you select employees you will be offered two options; Top Performers and Employee Metrics. The top performers chart is a graphical view showing the sales performance of each of your employees. If you hover the pointer over each staff members bar the total figure for their sales within the specified date range will be displayed.

As with all reports the data is exportable as a .CSV file by pressing the ‘Export’ button at the top of the screen. All the data is produced in tabular format below the bar chart.

This contains detailed information about the sales figures for each of your employees such as the total revenue, the tax paid on their sales, the cost price of the products they’ve sold, the net revenue, gross margin and gross profit expressed as a percentage.

Under employees as well as top performers is a report on ‘Employee Metrics’. The chart shows the total sales for each member of staff within the date range shown at the top of the screen. The table below it gives a range of useful data such as the total number of transactions performed by each member of staff, the total number of items sold, the number of exchanges, refunds, voids and discounts.

When you click or tap in the date range box at the top of the screen beside the button to 'Export' the data you'll see there are a number of pre-set date ranges such as the last 7 days, the last month, this month etc or you can customise the date range by selecting the dates from the calendars side by side.