Dashboard - Sales - Transactions

Introduction

In this article, we will explore the various aspects of dashboard sales transactions, encompassing all completed orders that have been successfully paid for. We'll take a closer look at transaction reports, highlighting essential components such as discounts, taxes, surcharges, and customer-provided tips. Additionally, we'll examine the discounts applied by employees during the transaction process. By the end of this article, you'll have a comprehensive understanding of the intricacies involved in tracking and analyzing sales transactions through the dashboard.

Table of Contents

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Understanding Sales Transaction Reports:

The Sales Transaction Report in the dashboard provides a detailed overview of your completed orders that have been successfully paid for. Here are the key components you'll find in this report:

You have the option to refine the transactions report with the following filters:

To gain a preview of the transaction details, simply select the desired transaction. Within this view, you will find information such as the Order Number, Check ID Number, Customer Name, Employee Name, Date, and Time. Additionally, you can review the items that were processed along with their corresponding quantities and amounts.

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Updated on: 07/19/2026

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