SwipeSimple: Reports

Last Updated: May 29, 2024

What's in this article?

SwipeSimple has a reporting feature. Log into Swipesimple.com to access the reports. all of the reports are filterable

There are 4 tabs under the reports section. 

  1. Transaction Reports - Broken down by date and merchant account
    1. Summary - Sales summary for the day and merchant account
    2. Card Details - lists card transactions for the day
    3. Cash Details - lists cash transactions for the day
  2. Sales Summary - Break down by day. Includes:
    1. $ amount of sales
    2. $ amount of Tips
    3. $ amount of sales tax
    4. $ amount of refunds
    5. $ amount of discounts
  3. User Summary - Lists sales by employees
    1. # of Sales (Transaction count)
    2. $ amount of sales
    3. $ amount of tips
  4. Item summary - List a summary of items sold
    1. # of Items sold
    2. $ of items sold
    3. Current count
    4. Category


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