Cents' Reporting hub will give you insights to everything going on across your business, from team member check-in and check-out, to orders processed per team member, and more. Take a look below to understand the different kinds of reports available in the Cents Business Manager, and how to download these reports!
Start by opening your Cents Business Manager, and navigating to the "My Stores" section. Here, you'll notice a new sub section called Reports with two sections labeled “Pre-Built Reports” and “Custom Exports.”
Pre-Built reports are single-purpose reports designed to summarize and consolidate commonly needed information.
Custom exports are configurable exports of raw data in the Cents system. Exports are available for core data sets like orders, payments, customers, and more.
Here you'll be able to select the specific export by choosing “Export Type” and begin building your export from there. Once you have configured this export the way you like it, you will be able to “Send Export” and a report will be emailed to you as a CSV file.
We'll summarize the specific reports you can pull below.
Pre-Built Reports:
Cash Drawer: Displays information on cash drawers started, including starting/ending amounts as well as expected vs actual cash.
Cents Online Payment Breakdown: Displays information on stripe payouts made to your business bank account, including associated order numbers for further reconciliation.
Deliveries: Displays information about deliveries, including window, customer, associated fees, and more.
Labor: Displays the labor history of each order from intake through completion.
Refunds: Displays information on refunds that have been initiated, including settlement status.
Sales Tax: Displays total taxable sales and tax amounts over a given reporting period
Subscriptions: Displays information about active subscriptions at given location(s)
Team - Time Card: Displays your team's check in / check out activity over a given time period
Tasks: Displays information about tasks, including the associated shift, employee, and completion status
Custom Exports:
Customers: This export will return a list of customers for select locations over a given reporting period. The export can be customized using the following filters: Location, Reporting Period, Reporting Date Type, Customer Type
Inventory: This export will return a snapshot of current inventory at the selected locations. The export can be customized using the following filters: Location, Stock Level
Orders: This export will return all orders for select locations over a given time period. The export can be customized using the following filters: Location, Reporting Period, Order Status, Order Type, Reporting Date Type, Payment Type, and Payment Status
Payments: This export will return all payments collected for select locations over a given time period. The export can be customized using the following filters: Location, Reporting Period, Payment Method
Promotions: This export will return information about promotions applied to orders over a given reporting period. The export can be customized using the following filters: Location, Reporting Period, Discount Rule, Discount Status