How do I view Zettle POS reports?

You can see a quick overview of your business within the Reports section of the Zettle POS app and a more detailed view in your Zettle POS online.

When you enter the Reports section of the app, you’ll see a list of your last day’s sales amount and number of sales & returns. For an overview of your monthly business, click the By Month tab.

In your Zettle POS online, you can see your business’s main KPIs (sales amount, sales, returns, fees, average sale, cash, redeemed gift cards) by clicking a specific day and then the View Sales Reports link.

Exporting data

• Enable report printing in the printer settings to print the overview of your sales report on your receipt printer or a standard printer.
• Get a PDF report with the full details you can send to your accountant.

Reports in your Zettle POS online

Sales and payments overview: This provides a quick summary of your sales and refunds for the selected time period, broken down by the different sales channels used.

In the Payments overview module, you can see a breakdown of the different payment methods you accept when you sell with Zettle POS and your total fees.

If you want to explore your sales and payments further, click the View report link, which will direct you to the relevant section on the Sale details page.

Sales by hour: The Day view of the Reports overview page shows a Sales by Hour graph, which shows the sales details for the selected day. The graph shows which hours were the best for sales so that you can make appropriate business decisions, such as increasing your staff.

Top-selling products: This table shows your 10 best-selling products for the selected day, week, or month. It shows details such as name, variant, sold quantity, returns, and total. Click View report link for a more detailed picture of your products' performance.

Export: To export detailed sales and product reports from the Reports overview page, click Export at the top and choose your preferred option. These reports are also accessible from the Sales details and Sales by product pages.

Sales details: This gives you a clearer insight into your business and lets you dig deeper into your sales, payments, and staff performance. With the date picker, you can get sales data for a specific date range and compare it to last year's sales.

Big numbers: This section gives you a quick overview of important business KPIs and compares them to last year's numbers.

• ‘Total sales’ shows your sales, including tax.
• ‘Number of sales’ shows how many sales you have made.
• ‘Number of returns’ shows how many returns you have made.
• ‘Average sale amount’ shows the average sale amount per checkout.

Sales by month: This graph is displayed when you pick a date range longer than a month. It shows your sales on a month-to-month basis.

Sales by day: This graph shows custom date ranges from 1 to 30 days. It gives insights into which days you sell best and how they compare to your progress last year.

Payments and fees: Here’s an overview of the payments you’ve taken, refunds (if you’ve made any), and the fees connected to your payments.

The first table gives an overview of the payments you’ve made via Zettle POS and totals your collected payments, excluding fees and refunds. The second table shows cash payments and refunds.

‘Zettle collected payments’ consist of card payments made via card reader, payment links, and PayPal invoices.

Gift cards: Get an overview of how many gift cards have been sold, returned, and redeemed and their amounts. When a gift card is sold, it is not counted as a sale, and therefore it won’t show up in the total sales and sales channels section until it is redeemed.

Sales by sales channels: This table gives an overview of how much money you make and refunds. It breaks down all the channels you use when selling with Zettle POS.

Sales channels

• Point of sale – the sales from the card reader connected to your app.
• Payment Links – sales you’ve made via payment links.
• Sent invoices – the sales for which you’ve initiated an invoice.
• SDK – sales made using our card reader through a partner.

Sales taxes: This section gives an overview of your total sales, excluding taxes and total collected taxes broken down per tax rate.

Staff: You can get an overview of how your staff members are performing by examining their sales volume.

Sales by product: See which products perform best. This table shows product details such as name, variant, category, sold quantity, returns, discounts, tax collected, and total (inc. Tax).

Sales by category: See which categories perform the best. This table shows the performance of the categories you’ve set up for your products. To get a better view of the categories, either sort the columns in the table or filter by staff. You can also print out a report.

General functionality in your Zettle POS online

Date picker

The date picker is available on all reports in your online account. Either open the full date picker or click the arrows next to a date to quickly switch between dates.

You can choose a shortcut from today to last year or your own custom dates. As soon as you choose a date, the view will reload with that date range.

On the Reports overview page, you’ll find a simplified date picker. Use the buttons to the left to switch between a day, week, or month. The date picker on the right displays the date(s) for the selected day, week, or month; click the arrows next to the date to jump between dates.

Filter

You can filter your data by staff, site (business location, and category in your PayPal Zettle account. To do so, click the dropdown menu and choose the staff, site, or category you want to filter.

If you’re using the Multisite feature, you can get reports based on your business locations by selecting Sites as a filter.

Export data

You can export your data in different formats or create a print-friendly view.

To create an export, click export and choose between a PDF or Excel report. If you want to export all the data, select Data Raw Excel.

When the report is generated, you’ll see a tooltip at the bottom telling you the export has been downloaded. If it doesn’t work, select click here to restart the download.

FAQs

Why can’t I see tax on my payments?

Payments aren’t taxable; therefore, our reports don’t show tax on a payment level. Instead, when you make a sale, you can see how much is taxed in the ‘Sales by sales channels’ section.

Why are products with the same name duplicated in the product sales report?

This is because product sales are aggregated in reports by several attributes: product ID, product name, product variant name, product category name, tax %, and settings (i.e., switching from prices including taxes to prices excluding taxes). If you’ve changed any of those attributes for a product, it is reported as a new product in your report.

Why aren't some product attributes visible in the product report?

It may be because we’ve only recently started using that attribute in our reports, so we don’t have any historical data.

It could be because your product library isn’t synced on your device. If the attribute is added to your online account, ensure your product library is synced on the Zettle POS app.