Using Reporting Tools

You can access detailed reports about payment methods, sales, item categories, and more.

You can use the dashboard as a starting point to get a visual representation of analytics.

Reports allow you to gather insight and a pulse on your business's status and financial health. You can export these reports and view information in a given date range. With instant access to real-time reporting, easy payment reconciliation, and a simpler way to manage payment deposits, spend more time on actions that grow your business with Stax and less on what doesn’t.

1. From the Reports menu, click Open on any available Report for a list view of the information. You can filter the information by timeframe and Export each report.

• Payment Methods: View, Edit, or Print Customer payment methods that are saved, expired, or expiring soon.
• Sales by Item: View or print total sales by product/service for a given date range.
• Sales by Product/Service Category: View or print total sales by product/service category for a given date range.
• Custom Report: Customizable reports to fit your business needs.
• Deposit: View or print deposit reports by batch date, transaction, and amount for a given date range.
• Company Overview: View analytics across all your Stax Pay solutions in one place.