These guides cover talech Register and related POS equipment. Paytura is your merchant services partner; talech provides the register software and device support referenced in these articles.
This article will guide you through using the reports available on talech.com.
In this article
Access the reports
Reporting Dashboard
What reports will I find on talech.com?
Download reports
Download classic reports
Customize the reports
Date range
Grouped by
Metrics
Data table
Access the reports
Reports are accessible from the talech.com home page in the left menu. By default, a series of pre-filtered reports are available to choose from. Select a report to open the details.
Reports tagged as Classic are legacy reports from the talech Classic experience. These reports don’t have the same advanced reporting features as the new reports. They are copies of the reports that were available on the previous Classic version of talech.com.
With both the next generation reporting and these classic reports, you have a comprehensive business management tool.
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Reporting Dashboard
Use the Dashboard to see a quick overview of the health of your business without having to open multiple reports.
You’ll get a summary of key metrics to help with the daily or weekly monitoring of your business’ performance.
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What reports will I find on talech.com?
There are four main categories of reports. For a description of each of the reports available under a category refer to the articles linked in the description for each category below.
Sales Trends
Reports that provide an overview of sales performance over a specific period. Report topics include sales by order type or device, average sales, net revenue, service charges, store credit and gift cards.
If you’re looking for data on your gross revenue over a specific period or by order type, your net revenue, or your sales over the day/week/month, this category is right for you.
Click here to learn how these reports can help.
Products and Services
Reports that provide a comprehensive analysis of your business offerings to track the benefits and performance of your products and services. Report topics include sales by item, sales by category, product mix, top suppliers, top tags and discounts.
If you’re looking for data on which items/products you sell most, which suppliers provide your most popular items, top tagged items/categories, or discounts used in transactions, this category is right for you.
Click here to learn how these reports can help.
Operations and Finance
Reports that provide an overview of your business operations and financial liabilities and resources. Reports topics include sales by employee, tax summary, cash drawer summary reports, products sold by employees and labor cost.
If you’re looking for data on your sales tax for the week/month, trends in your cash drawer activity, or a summary of your labor costs, this category is right for you.
Click here to learn how these reports can help.
Payments
Reports that provide detailed analysis of your business’ payment transactions to highlight trends in customer payment behaviors and overall payment processing efficiencies. Reports include a general payments report, sales by payment method and sales by credit card type.
If you’re looking to compare sales made by different payment methods, a summary of payments and refunds by payment method, or compare sales across different credit card brands, this category is right for you.
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Download reports
Any report can be downloaded as a .csv or .xlsx file. In the Data Table section, select the ellipsis> Download .csv or Download .xlsx.
Download classic reports
Any of the available reports from the legacy version of talech.com can be downloaded using the Choose Report button at the bottom of the Reports dashboard.
- From talech.com home page, select Reports.
- Select the Choose Report button.
- Select a date range (up to 90 days).
- Select a classic report.
- Select Email Report to the email address on record for the account.
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Customize the reports
In each of the reports (except the classic ones), you can customize various elements to see different data sets to compare performance over time periods, compare product/item performance, historical data and much more.
Date range
Change the date range of the report to view data over different time periods.
- Select the Date dropdown field.
- Select one of the preset ranges or select a custom range by selecting a start and end date on the calendar.
- Select Apply to view the report.
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Grouped by
Select the dropdown next to the Grouped by field to select from Hour, Day, Month, or Year to see the data points on the line chart grouped by each point in time.
Depending on the date range selected, the default grouped by options vary as follows:
- Hour (default for single day)
- Day (default for 2-31 days)
- Month (default for 31 days or more
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Metrics
Select the dropdown above the chart to choose from a variety of different metrics to change what data is plotted on the chart. Depending on which report you’ve selected, the metrics vary slightly. To see a complete glossary of metrics and their definitions, refer to the article Report Metrics Glossary.
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Data Table
Show/hide columns
By adding or removing columns in the data table, you can view different statistics together for comparison.
- Select the Columns button.
- Select the checkboxes for the columns you want to pull into the table. Deselect the checkboxes to remove.
- When done, select the Columns button again to close it.
Sorting
Select a column header to sort by the data in that column. This affects the entire data set.
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Need more help?
- talech training & device support (24/7): 1-888-995-1998
- Paytura merchant support (24/5): 1-855-4-PAYTURA or contact Paytura