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Daily Sales Report

You can access the Daily Sales Report for your business under the Reports section of your Helcim account.

To generate the report, begin by clicking on any of the features on the left-hand side menu in your Helcim account, from there you can click on the Reports button in the top right-hand corner of your screen.
Next, select Transactions and Tender from the list of available reports and Daily Sales.

To generate the report, you need to select either Summary or Detailed using the report drop down menu, select if you want to view transaction information for All Users or a specific user only, and the date using the Calendar. Then click on the Search Icon to generate your report.

Merchants who signed up for Helcim from June 1, 2020 onward will be able to specify if they want to see transactions from only a specific tool in their account or from all entry points. To do this, specify if you want All Entry Points or you only want to see sales from a specific tool using the drop-down menu.

The Summary Report will Include

  • Sales Totals
  • Tip Amounts if Applicable
  • Sales by Category
  • Invoice Totals

The Detailed Report will Include

  • Sales Totals
  • Tip Amounts if Applicable
  • A Detailed List of Credit Card Transactions
  • Other Tender Transactions
  • Sales by Category
  • Invoice Totals
  • Sales by Product
  • Discount Codes used if applicable

Click on Download Report in the top right-hand corner of your screen to export the information as a PDF.

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Accessing and Generating Reports

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