Reports
From the dashboard, click on Reports.
2. Tax Report
Select Tax Report from the pop-out menu
3. Change Selected Stores
If you have multiple stores connected to your Petro Outlet system, you can generate a single report that combines the data or you can pull individual reports by store.
Multi-Store Report
Select all stores linked to your account
Single-Store Report
Select the specific store you would like to generate a report for.
4. Change Reporting Period
Change Reporting Period
Here you can set the time frame for the data on your report. You can choose between cashier shifts or a custom time range.
Cashier Shifts
With the Custom Period feature, you have the option to pull data by date & time (the hour)
Date:
Time:
5. Report Overview
Once you’ve set the above conditions, the report will generate.
The following information will display:
Tax Name
POS Tax #
Gross Sales
Tax Collected
Taxable Amount
6. Download Report
A summarized portion of the report you generated is displayed on the screen, you can access the complete version by clicking on Export to CSV.
The report will be downloaded in CSV (Excel) format.