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📃 View your Sales and Refund reports to get closer insights into your store's activities. This article will cover these reports in the eTailPet system:

• Sales By Shop Report
• Transaction Report
• Sales Lines Report
• Sales Lines Services Report
• Sales By Brand Report
• Sales By Item Report

Please Note: This article covers the first part of the Sales and Refund reports. To learn about all other Sales and Refund reports, click here for part 2 or here for part 3.

Accessing Sales and Refund Reports

To find all of your Sales and Refund reports, do the following:

1. Go to Reports from the eTailPet main menu.
2. Under the Sales and Refunds section, you'll see a list of all related reports. Click on the report you need.

Sales By Shop Report

If you have multiple stores in the eTailPet system, the Sales By Shop Report shows sales data for each store. Here is what you can use and view in this report:

1. Start Date — By default, the report will show data for the current day. If you want to view data from a different time period, you can change the Start Date by clicking in the first date field.
2. End Date — By default, the report will set the End Date as the following day. You can click into this field to change the End Date.
3. Cart Source Filter — You can filter the report's data to a Cart Source. Select Online or In-store from the drop-list.
4. Tax Exempt Customer Transactions Filter — You can filter the report's data to view only Tax Exempt Customer Transactions. To do so, click in the drop-list that reads All Customer Transactions.
5. Search — After setting up your filters, click on Search to pull data according to the filters.
6. Export — Click on the Export button to export this report as a CSV file.
7. Data Table — You can view the data from your Sales by Shop Report in the table. This is every column you can view in this report:
   
   • Shop Name — The report is organized by store, so the Shop Name indicates which store the data is about.
   • Gross Sales — This is the store's sales before any discounts or reductions for the time period.
   • Discount — This is the total amount discounted from transactions for the time period.
   • Net Sales — This is the store's total sales after discounts and reductions for the time period.
   • Taxable Sales — This is the store's total taxable sales for the time period.
   • Sales Tax — This shows the total sales tax that was charged to customers for the time period.
   • Local Tax — This shows the total local tax that was charged to customers for the time period.
   • Other Tax — This shows the total charged to customers for all other taxes for the time period.
   • Tax Collected — This shows the total amount the store collected in taxes for the time period.
   • Donations Collected — This shows the total amount the store collected in donations for the time period.
   • Deposit Collected — This shows the total amount the store collected in deposits for the time period.
   • Gift Card Collected — This shows the total amount the store collected from gift cards for the time period.
   • Tips Collected — This shows the total amount the store collected in tips for the time period.
   • Fees Collected —This shows the total amount the store collected in fees for the time period.
   • Total Collected — This shows the total dollar amount in revenue the store got for the time period.
   • Cost — This shows the total cost the store incurred for the products that were sold during the time period.
   • Profit — This shows the store's total profit for the time period.
   • Margin — This shows the store's total margins for the time period as a percentage.
   • Sales — This shows the store's total number of transactions for the time period.
   • Average Total — This shows how much revenue each sale made on average for the time period.
8. View Total — Clicking on the View Total button will add a row that shows the totals of each column from all stores combined.
   

Transaction Report

The Transaction Report shows all transactions across all stores within a specified time period, and the report provides data on each one.

Here is what you can use and view in this report:

1. Start and End Date — By default, the report will show data for the current day. If you want to view data from a different time period, you can change the Start Date by clicking in the first date field and the End Date in the second.
2. Store Filter — You can filter the report's data to a specified store. Click on the field that reads All Stores and select the store you want to view.
3. Cart Source Filter — You can filter the report's data to a Cart Source. Select Online or In-store from the drop-list here.
4. Subscription Purchase Filter — You can filter the report's data to just transactions that had subscription purchases. Select False to get transactions that did not have subscription purchases, or True to get transactions that did.
5. Refund Transactions Filter — You can filter the report's data to just transactions that involved refunds. Select False to get transactions that did not have refunds, or True to get transactions that did.
6. Search Filter — You can enter an Order ID in the Search field to find transactions with that ID number.
7. Search Button — After setting up your filters, click on the Search Button to pull data.
8. Export — Click on the Export button to export this report as a CSV file.
9. Show Number of Entries — You can view a certain number of entries per page in this report by selecting a number in this drop-list.
10. Data Table — You can view the data from your Sales by Shop Report in the table. This is every column you can view in this report:
    • Date — This column shows the date and time of the transaction.
    • Shop Name — This column shows the store at which the transaction took place.
    • Order ID — This column shows each transaction's Order ID.
    • Delivery Method — This column shows if the order was bought in-store, picked up, or delivered to the customer.
    • Gross Sales — This column is the revenue made from the transaction before any discounts or reductions.
    • Discount — This column is the total amount discounted from the transaction.
    • Cash Discount — This column is the total amount discounted from the transaction because the customer paid in cash.
    • Retailer Fee — This column shows the fee charged to your store as the retailer.
    • Net Sale — This is the net sale made from the transaction after discounts / reductions.
    • Penny Rounding — Because the penny is being phased out, your store can round up transactions to the nearest 5 cents. This column shows the dollar amount that was applied to the total to round it up.
    • Total — This shows the total charged to the customer for the transaction.
    • Cost — This shows the total cost the store paid for the products that were sold in the transaction.
    • Profit — This shows the total profit from the transaction.
    • Margin — This shows the profit margin as a percentage for the transaction.
    • Customer — If a customer was added to the transaction, their name will appear under this column.
    • Employee — This shows which employee performed the transaction.
    • Cart Source — This column shows if this was an Online order or an In-Store purchase.
    • Parent Order — If this transaction was part of...
11. View Total — Clicking on the View Total button will add a row. This row shows the totals of each column, combining all values from all transactions in the page.
    
12. Navigate — If your report spans multiple pages, you can navigate between pages by clicking on the Page Number to skip to that page, or by clicking either Next or Previous.

Sales Line Report

The Sales Line Report shows data for each time a product was sold at any of your stores. For example, if a customer bought both dog and cat food in one transaction, both would each get an individual sales line in this report.

Here is what you can use and view in this report:

1. Start Date — By default, the report will show data for the current day. If you want to view data from a different time period, you can change the Start Date by clicking in the first date field.
2. End Date — By default, the report will set the End Date as the following day. You can click into this field to change the End Date.
3. Store Filter — You can filter the report's data to a specified store. Click on the field that reads All Stores and select the store you want to view.
4. Select Categories — You can filter the report's data to products from specific categories.
5. Select Item Type — You can filter the report's data to products from specific item types.
6. Select Brand — You can filter the report's data to products from specific brands.
7. Coupon Filter — You can filter the report's data to products eligible for specific coupons. Enter at least 3 characters in this field, then select the coupon you need from the matching results.
8. Customer Type Filter — If you've configured Customer Types (such as seniors over the age of 65), you can use this filter to narrow the data down to sales from customers of a specific type. Enter at least 3 characters in this field, then select the Customer Type from the matching results. To configure Customer Types, go to Customers > Manage Customer Types.
9. Cart Source Filter — You can filter the report's data to sales from a certain cart source (online or in-store).
10. Delivery Method Filter — You can filter the report's data to sales that were delivered a specific way (in-store, local delivery, ship to me, or store pickup).
11. Custom Field 1 — If you've configured a custom field filter, you can select the filter you need here.
12. Custom Field 2 — If you've configured a custom field filter, you can select the filter you need here.
13. Register Filter — You can filter the report's data to sales that occurred on a specific register at the store.
14. Search Field — You can enter a Product Name, Order ID, System ID, or UPC in this field to find data that matches.
15. Search Button — After configuring any filter above this button, click on the Search button to get the corresponding data in your report.
16. Export — You can export your report as a CSV file by clicking on the Export button.
17. Show Number of Entries — You can view a certain number of entries per page in this report by selecting a number in this drop-list.
18. Data Table — You can view the report's data in this table. This is every column you can view in this report:
    
    • Date — This column shows the date and time of the transaction in which the product was sold.
    • Order ID — This column shows the Order ID of the transaction in which the product was sold.
    • System ID — This column shows the System ID of the sold product.
    • UPC — This column shows the UPC of the sold product.
    • Alternate UPC — This column shows the alternate UPC of the sold product if you've configured one.
    • Store Name — This column shows the store at which the transaction took place.
    • Product Name — This column shows the name of the sold product.
    • Brand — This column shows the brand of the sold product.
    • Category — This column shows the category of the sold product.
    • Quantity — This column shows how many units of the product were sold in the transaction.
    • Unit Price — This column shows the sold product's price for one unit.
    • Gross Total — This column shows how much revenue was made from the sold product before discounts or reductions.
    • Discount Total — This column is the total amount discounted from the price of the sold product.
    • Retailer Fee — This column shows the fee charged to your store as the retailer for the sold product.
    • Net Total — This is the net sale made from the sold product after discounts / reductions.
    • Taxable Total — This shows how much in a dollar amount was taxable for the sold product.
    • Sales Tax — This shows the total sales tax that was charged to the customer for the product.
    • Local Tax — This shows the total local tax that was charged to the customer for the product.
    • Other Tax — This shows all other taxes in dollar amount that was charged to the customer for the product.
    • Tax Collected — This shows how much tax your store collected from the sold product.
    • Deposit Collected — This shows the amount the store collected in deposits from the sold product.
    • Gift Card Collected — This shows the amount the store collected in gift card payments from the sold product.
    • Tip Collected — This shows the amount the sales line got in tips.
    • Donation Collected — This shows the dollar amount of donation your store collected from the sales line.
    • Fee Collected — This shows the dollar amount of fees your store collected from the sales line.
    • Total Collected — This shows the total dollar amount your store collected from the sales line.
    • Cost — This shows the cost the store incurred for the product in the sales line.
    • Profit — This shows the profit the store made from the sold product in the sales line.
    • Margin — This shows the profit margin of the sold product in the sales line.
    • Coupon Code — This shows the coupon code a customer used for the sales line, if any.
    • Refund Quantity — This shows the how many units the customer got refunded in the sales line, if any.
    • Refund Status — This shows the refund status of the sales line, if any.
    • Parent Order — If this transaction was part of another order, the parent order's ID will be shown here.
    • Customer — This column shows the customer's name associated with the sales line if they were added to the sales line's transaction.
    • Customer ID — This column shows the customer ID associated with the sales line if they were added to the sales line's transaction.
    • Employee — This column shows the name of the employee that rang up the sales line's transaction.
    • Register Name — This column shows the register at which the sales line's transaction happened.
    • Cart Source — This column shows the cart source of the sales line's transaction.
    • Delivery Method — This column shows how the customer got their order.
    • Custom Field 1 — If you've configured a custom field for data, you can find the data in this column.
    • Custom Field 2 — If you've configured a custom field for data, you can find the data in this column.
19. View Total — Click on the View Total button to add a row that shows the totals of each column. This row combines all values from all transactions in the page.
    
20. Navigate — If your report spans multiple pages, you can navigate between pages by clicking on the Page Number to skip to that page, or by clicking either Next or Previous.

Sales Line Services Report

The Sales Line Services Report shows data for each time a service like grooming was sold at your stores.

Here is what you can use and view in this report:

1. Start Date — By default, the report will show data for the current day. If you want to view data from a different time period, you can change the Start Date by clicking in the first date field.
2. End Date — By default, the report will set the End Date as the following day. You can click into this field to change the End Date.
3. Store Filter — You can filter the report's data to a specified store. Click on the field that reads All Stores and select the store you want to view.
4. Customer Type Filter — If you've configured Customer Types (such as seniors over the age of 65), you can use this filter to narrow the data down to sales from customers of a specific type. Enter at least 3 characters in this field, then select the Customer Type from the matching results. To configure Customer Types, go to Customers > Manage Customer Types.
5. Register Filter — You can filter the report's data to sales that occurred on a specific register at the store.
6. Attendant Filter — You can filter the report's data to services performed by a specific attendant.
7. Search Field — You can enter an Order ID, System ID, or Product Name in this field to find data that matches.
8. Search Button — After configuring any filter above this button, click on the Search button to get the corresponding data in your report.
9. Export — You can export your report as a CSV file by clicking on the Export button.
10. Show Number of Entries — You can view a certain number of entries per page in this report by selecting a number in this drop-list.
11. Data Table — You can view the report's data in this table. This is every column you can view in this report:
    
    • Date — This column shows the date and time of the service.
    • Order ID — This column shows the Order ID of the service transaction.
    • System ID — This column shows the System ID of the service.
    • Store Name — This column shows the store at which the service took place.
    • Product Name — This column shows the name of the service.
    • Quantity — This column shows the quantity of the service in the transaction.
    • Unit Price — This column shows the price for one instance of the service.
    • Gross Total — This column shows how much revenue was made from the service before discounts or reductions.
    • Discount Total — This column is the total amount discounted from the price of the service.
    • Retailer Fee — This column shows the fee charged to your store as the retailer for the service.
    • Net Total — This is the net sale made from the service after any discounts / reductions.
    • Taxable Total — This shows how much of the service's price was taxable.
    • Sales Tax — This shows the total sales tax that was charged to the customer for the service.
    • Local Tax — This shows the total local tax that was charged to the customer for the service.
    • Other Tax — This shows all other taxes in dollar amount that was charged to the customer for the service.
    • Tax Collected — This shows how much tax your store collected from the service sold.
    • Total Collected — This shows the total dollar amount your store collected from the service sales line, including tax.
    • Cost — This shows the cost the store incurred for the service in the sales line.
    • Profit — This shows the profit the store made from the service in the sales line.
    • Margin — This shows the profit margin of the service in the sales line.
    • Customer — This column shows the customer name associated with the sales line if they were added to the sales line's transaction.
    • Customer Email — This column shows the email address of the customer associated with the sales line if they were added to the sales line's transaction.
    • Customer ID — This column shows the customer ID associated with the sales line if they were added to the sales line's transaction.
    • Employee — This column shows the name of the employee that rang up the sales line's transaction.
    • Register Name — This column shows the register at which the sales line's transaction happened.
    • Attendant ID — This column shows the ID of the attendant that performed the service.
    • Attendant Name — This column shows the name of the attendant that performed the service.
12. View Total — Click on the View Total button to add a row that shows the totals of each column. This row combines all values from all columns in the page.
    
13. Navigate — If your report spans multiple pages, you can navigate between pages by clicking on the Page Number to skip to that page, or by clicking either Next or Previous.

Sales By Brand Report

The Sales By Brand Report shows sales data according to the manufacturers of your store's products.

Here is what you can use and view in this report:

1. Start Date — By default, the report will show data for the current day. If you want to view data from a different time period, you can change the Start Date by clicking in the first date field.
2. End Date — By default, the report will set the End Date as the following day. You can click into this field to change the End Date.
3. Store Filter — You can filter the report's data to a specified store. Click on the field that reads All Stores and select the store you want to view.
4. Select Categories — You can filter the report's data to products from specific categories.
5. Brand Filter — You can filter the report's data to products from specific brands.
6. Custom Field 1 — If you've configured a custom field filter, you can select the filter you need here.
7. Custom Field 2 — If you've configured a custom field filter, you can select the filter you need here.
8. Search Button — After configuring any filter above this button, click on the Search button to get the corresponding data in your report.
9. Export — You can export your report as a CSV file by clicking on the Export button.
10. Show Number of Entries — You can view a certain number of entries per page in this report by selecting a number in this drop-list.
11. Data Table — You can view the report's data in this table. This is every column you can view in this report:
    
    • Brand — This report is organized by brand; the Brand column shows the name of the Brand.
    • Subtotal — This column shows the total dollar amount (before discounts or reductions) the brand's products have made in sales at your store(s) during the specified time period.
    • Discounts — This column shows the total dollar amount the brand's products have been discounted at your store(s) during the specified time period.
    • Net Sales — This column shows the total dollar amount (after discounts or reductions) the brand's products have made in sales at your store(s) during the specified time period.
    • Cost — This column shows the total dollar amount your store(s) paid to have this brand's products in stock during the specified time period.
    • Profit — This column shows the total profit your store made from this brand's products during the specified time period.
    • Margin — This column shows the profit margin of this brand's products at your store(s) during the specified time period.

12. Navigate — If your report spans multiple pages, you can navigate between pages by clicking on the Page Number to skip to that page, or by clicking either Next or Previous.

Sales By Item Report

The Sales By Item Report shows the sales performance of each product in your store.

Here is what you can use and view in this report:

1. Start Date — By default, the report will show data for the current day. If you want to view data from a different time period, you can change the Start Date by clicking in the first date field.
2. End Date — By default, the report will set the End Date as the following day. You can click into this field to change the End Date.
3. Store Filter — You can filter the report's data to a specified store. Click on the field that reads All Stores and select the store you want to view.
4. Refund Status Filter — You can filter the report's data to items that were or were not refunded in the specified time period.
5. Select Categories — You can filter the report's data to products from specific categories.
6. Customer Type Filter — If you've configured Customer Types (such as seniors over the age of 65), you can use this filter to narrow the data down to items bought by customers of a specific type. Enter at least 3 characters in this field, then select the Customer Type from the matching results. To configure Customer Types, go to Customers > Manage Customer Types.
7. Brand Filter — You can filter the report's data to products from specific brands.
8. Default Vendor — You can filter the report's data to products from certain default Vendors.
9. Item Type Filter — You can filter the report's data to products of specific item types.
10. Search System ID — You can enter a product's system ID to filter your data to just those products.
11. Custom Field 1 — If you've configured a custom field filter, you can select the filter you need here.
12. Custom Field 2 — If you've configured a custom field filter, you can select the filter you need here.
13. Search Button — After configuring any filter above this button, click on the Search button to get the corresponding data in your report.
14. Export — You can export your report as a CSV file by clicking on the Export button.
15. Show Number of Entries — You can view a certain number of entries per page in this report by selecting a number in this drop-list.
16. Data Table — You can view the report's data in this table. This is every column you can view in this report:
    
    • System ID — Because this report is organized by item, this column organizes entries by the product's internal System ID.
    • UPC — This column shows each product's UPC.
    • Product — This column shows the product's name.
    • Sold — This column shows how many units of the product were sold in the specified time period.
    • Net Sales — This column shows the total dollar amount (after discounts or reductions) the product made in sales at your store(s) during the specified time period.
    • Cost — This column shows the total dollar amount your store(s) paid for the sold inventory quantity of the item.
    • Margin — This column shows the profit margin of this product at your store(s) during the specified time period.
    • Brand — This column shows the Brand of the product.
    • Category — This column shows the category of the product.
17. View Total — Click on the View Total button to add a row that shows the totals of each column. This row combines all values from all columns in the page.
18. Navigate — If your report spans multiple pages, you can navigate between pages by clicking on the Page Number to skip to that page, or by clicking either Next or Previous.

Related Topics

Sales and Refund Reports 2

Sales and Refund Reports 3

Reports Overview

Frequently Asked Questions

Q: What's the difference between Gross Sales and Net Sales in the Sales By Shop Report?

A: Gross Sales is revenue before any discounts. Net Sales is what's left after discounts and reductions are applied.

Q: Can I filter the Transaction Report to show only refunds?

A: Yes. Use the Refund Transactions Filter and select True to see only transactions that involved a refund.

Q: If a customer buys two different products in one order, how does that show up in the Sales Line Report?

A: Each product gets its own row. One order with two products shows as two separate sales lines.

Q: How is the Sales Line Services Report different from the standard Sales Line Report?

A: This one only tracks services, like grooming, instead of physical products, so it includes fields like Attendant Name instead of product fields like Brand or Category.

Q: Can I see individual product performance in the Sales By Brand Report, or just totals per brand?

A: Just totals per brand. For individual product data, use the Sales By Item Report instead.

Q: Can I filter the Sales By Item Report to see only items that were refunded?

A: Yes. Use the Refund Status Filter to narrow results down to refunded or non-refunded items.

Q: I have a question, but I can't find my answer here. How do I get more assistance?

A: You can ask any question at the number listed here. Contact our support team at (323) 370-0738 for the U.S. and (888) 370-2363 for Canada.