Get a better understanding of your business and export data needed for your bookkeeping with our reports, designed to make things simple.
Our reports hub helps you with everything from understanding your business needs on a day-to-day basis to monthly insights on how your business is growing so that you can optimise your business decisions.
In this article, you will find information about the different types of reports that we have, understand how you can use them and what the numbers mean.
- Reports in the apps
Get a quick understanding of your business in the app.
- Reports on my.zettle.com
Get detailed reports of your business so you can optimise for the future.
- Sales details on my.zettle.com
See all your data in one place to understand your business better.
- Product sales
Get an overview of how your products are performing.
- Category sales
Track the performance for the categories you have set up.
Reports in the apps
The reports section in the app is designed to give you a quick overview of your business.
When you first enter the reports section, you can see a list of your last day’s sales amount, number of sales & returns. If you want to get an overview of your monthly business you can click on the Month tab to get a list of the recent months’ sales.
When you click on a specific day or month you will get into the overview which gives you a better understanding of your business performance for that date range.
See your business’ main KPIs (sales amount, sales, returns, fees, average sale, cash, redeemed gift cards) and click on “view sales reports” to see the full detailed report on my.zettle.com.
Top selling products.
See what products have sold the most during the date range and the sales amount per product.
Click on “view product report” to see the full report of your products on my.zettle.com.
- Print the overview of your sales report on your receipt printer or a standard printer by enabling report printing in the printer settings.
- Get a pdf report with the full details that you can send to your accountant.
Keep in mind: There is no support for Excel exports in the Go app. If you want to export from your phone, you have to visit my.zettle.com.
Reports in my.zettle.com
Your sales details give you a clearer insight into how business is doing and allow you to dig deeper into your sales, payments and staff performance. With our easy-to-use date picker, you can also get sales data for a specific date range and compare them to last year's sales.
The big number section gives you a quick overview of important business KPIs, as well as comparing it 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 that is longer than a month.
The graph shows you your sales on a month-to-month basis.
Sales by day
This graph shows you custom date ranges from 1 to 30 days.
It gives you insights into which days you sell best and how they compare to your progress last year.
Sales by hour
This graph shows you the sales details from a specific day.
The graph shows you which hours were the best for sales so that you can decide if you need more staff.
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 you an overview of the payments you’ve taken that have been made via Zettle and totals your collected payments excluding fees and refunds. The second table shows you cash payments and refunds.
Note: Zettle collected payments consists of card transactions from either your card reader, Zettle E-commerce, Payment Links, Invoices or from a Klarna payment in your Zettle E-commerce store.
Get an overview of how many gift cards have been sold, returned and redeemed, and their amounts.
Note: When a gift card is sold it is not counted as a sale and therefore it will not show up in the total sales and sales channels section until it has been redeemed.
Sales by sales channels
The sales-by-sales-channels table gives you an overview of how much money you make and how much you refund. This table breaks down all the different channels you use when you sell with Zettle.
- 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 you’ve initiated an invoice for
- E-commerce – sales made with Zettle E-commerce
- SDK – sales made using our card reader through a partner
This section gives you an easy overview of your collected VAT per VAT rate and what your sales are excluding & including VAT.
Get an overview of how your staff members are performing by looking at how much they sell for and their number of sales.
See which products perform best and which ones need help
The ‘Product sales’ table shows you product details such as name, variant, category, sold quantity, returns, discounts and total.
To get a better view of the products, you can sort the columns in the table, filter by staff and categories and also either print out a report or export the data to Excel.
Learn more about products and how to create one here.
See what category is performing the best and which ones need help
The ‘Category sales’ table shows the performance of the categories that you’ve set up for your products.
To get a better view of the categories you can sort the columns in the table, filter by staff and print out a report.
Click here to read more about setting up categories.
General functionality in my.zettle.com
With our date picker that exists on all reports in my.zettle.com you can either open up the full date picker or click on the arrows next to the date to quickly jump between dates.
Open up the date picker and select a shortcut from today to last year, or select your own custom dates. As soon as you select a date, the view will reload with that date range date.
Filter your data by staff and category in our reports on my.zettle.com. To use the filter, simply click on the dropdown menu and select the staff or category you want to filter by.
Export data from my.zettle.com
In the different reports on my.zettle.com, you can export your data in different formats or create a print-friendly view.
To create an export, simply click on the export button and choose between our PDF or Excel report. If you want to export all the data you can choose Raw data Excel.
As soon as you click on either option we start generating the report for you and when it's done you will see this tooltip at the bottom telling you that the export has been successfully downloaded on your device. If it doesn’t work, click on “click here” to restart the download.
Note: The data that gets exported is defined by the date range and filters you have applied on the page.
Why can’t I see VAT on my payments?
Payments are not taxable, therefore our reports do not show VAT on a payment level. Instead, when you make a sale, you can see how much of that sale is VAT in the ‘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, VAT %. If you have changed any of those attributes for a product, it will be 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, and therefore we don’t have any historical data.
It could be because your product library is not synced on your device. If the attribute was added on my.zettle.com, make sure your product library is synced on the Zettle Go app too.