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System Settings
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- Articles coming soon
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- Upload Students (Video)
- Upload Students
- Manage Students
- Upload Student Pictures
- User Accounts
- Upload User Accounts
- User Permissions
- Mass Updates
- Manage Family and Guests
- Printer Setup - 3" Thermal (Windows)
- Printer Setup - 3" Thermal (Mac) **Advanced Setup**
- Printer Setup - 3" Thermal Network (Mac) **Advanced Setup**
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Store
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- Articles coming soon
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- Creating a Transaction
- Scanning a Student ID
- Student Credit
- Student Credit - Credit Refunds
- Product Buttons
- Returns
- Printing Receipts
- Payment Type
- Modify Transaction - Post Sale
- E-mail Receipts
- Paysafe: How to Void a Transaction
- Paysafe: How to Process Credit Cards
- Reprint Receipt and Resend Receipt by E-mail
- Exporting Ticket Sales from Store to Ticketing for Checkin
- Changing Payment Type After Transaction has Completed
- Portal Purchased Product Pickup and Reports
- Discount Options
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- Upload Students (Video)
- Upload Students
- Upload Student Pictures
- Student Type
- Student Spirit Points
- Student Credit
- Upload Student Credit
- Managing Student Credit
- Student Credit - Credit Refunds
- Manage Spirit Points
- Mass Updates
- Discount Options
- Manage Students
- Family and Guest Management
- Manage Family and Guests
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- User Accounts
- Upload User Accounts
- User Permissions
- Taxes
- Paysafe: Create a Merchant Account
- Paysafe / Meritus: Settling Credit Cards
- Braintree or Paysafe - Which is right for us?
- Paysafe: Change Credit Card Reader to Keyboard Mode
- Paysafe: PCI Compliance
- Cash Drawer (Connected to Thermal Printer)
- Paysafe: Link your Merchant Account
- Braintree: Create and Connect a Merchant Account
- Cash Drawer (USB) Windows 10
- Preparing for Next School Year
- Product History (Link on Current Transaction)
- Product Agreement
- Accessing the Student Only Store Portal
- Configure your Portal and Products
- Portal Purchased Product Pickup and Reports
- My Account
- SFTP Automated Student Rosters
- Accessing the Open Store Portal
- Heartland ProPay Merchant Account
- School Logo
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Voting
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- Adding an Election
- Adding Officer Positions
- Adding Candidates
- Election Preflight
- Removing Candidates
- Adding Pictures and Biographies
- Archive and Retrieve Old Elections
- Duplicate an Election
- Using Video Biographies
- Election Layout Options
- Preview an Election
- Write-in Candidates
- Create a Survey (Video)
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- User Accounts
- User Permissions
- Upload User Accounts
- Configure the Student Login Page
- Require Student E-mail
- Notifications for Unsuccessful Student Login Attempts
- Hobbies and Biography
- Preparing for Next School Year
- My Account
- Require Change Passwords
- SFTP Automated Student Rosters
- Google Single Sign On (SSO)
- School Logo
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Ticketing
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Interventions
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- Articles coming soon
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- User Accounts
- Upload User Accounts
- User Permissions
- Printer Setup - 3" Thermal (Windows)
- Printer Setup - 3" Thermal (Mac) **Advanced Setup**
- Printer Setup - 3" Thermal Network (Mac) **Advanced Setup**
- Interventions
- Bell Schedules
- My Account
- Preparing for Next School Year
- SFTP Automated Student Rosters
- School Logo
- Mass Updates
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Announcements
Summary Reports
In this article, you will learn about the summary reports.
Total Sales

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By default, Total Sales tab is selected. You can also navigate to By Clerk and By Category types of reports. Read below for more details.
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Using the calendar date-picker, specify the Date Range and click Submit
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Filter using the quick search, POS / Portal and Category.
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You can download the search results in Excel spreadsheet or PDF format by clicking on the icon respectively. The file will be saved to your computer/device which you can refer to offline.
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Each product will be listed in its own line. The report will display details such as Quantity, Total for that specific product and the grand total.
To access, click on the Reports button available at the top bar and select the tab for Summary Reports.
By Clerk

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Select the tab for By Clerk.
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Specify the search criteria such as Date Range and Clerk, click on the Submit button to retrieve the results.
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Filter using Quick Search, by Sales Clerk and check the box if you want to include sales that were made from student accounts.
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Each data row will display the Sales Clerk name, Cash Sales, Check Sales Credit Card Sales, PayPal Sales and Student Account Sales (no cash handled). Total Sales for each Sales Clerk is also displayed.
By Category

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Select the tab for By Category.
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Specify the search criteria such as Date Range and Category, click on the Submit button to retrieve the results.
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Filter using Quick Search and by Category
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Green font-colored records were purchased with student credit while red font-colored records represent Returns.