Premium Report - Sales by Attributed Staff
Sales by Attributed Staff
This report is used to see which Sales are attributed to which Staff member at your POS location(s)
This is particularly useful if you're tracking commissions or you simply need to know who was handling the sale (rather than simply who was logged into the POS - for which you can use the regular Sales by Staff report)
From this report, you can see the total key sales figures (Orders, Gross/Net/Total Sales, etc) for the Last 30 days with a breakdown by each Staff ID.
As Premium Reports, these are available on all Paid Plans of Report Toaster. If you aren't signed up, follow these steps here
to upgrade your account.
Due to privacy restrictions, Shopify only makes the Staff ID (rather than the Staff Name) available to third party apps.
If you'd like to provide us with a list of which IDs correspond to which names (see this
article) we can easily set this up for you with a custom field
Here is what you need to be familiar with to understand Sales by Attributed Staff:
1.) Attributed Staff: The ID number for the member of your Staff who was handling the sale.
For example, if a customer placed an order at my POS and John (ID 2587730981) handled the sale, then even if Kerry (ID 8821417938) was the person logged into the terminal, John would be correctly attributed to the sale and thus easily trackable for commission purposes.
Like all Report Toaster reports, these reports are fully customizable - so you can adjust the date range, add/remove columns, introduce a filter or change the sort to suit your individual needs. See our basic guides here
for more info.
For other premium reports you can add to your account, check out our other article guides here
How to Determine Names for Location ID/Staff ID
Some of you may have noticed the columns for Location ID or Staff ID on our various POS reports (e.g. Sales by POS Location). Using these fields, you can see your Sales at each of your retail locations and have the totals broken down to each ...
Sales, Returns and Exchanges By Location (POS)
Many of our merchants run multiple Point of Sale (POS) retail locations. For these merchants, tracking exactly where sales, refunds, payments, and credits occur and attributing those amounts to the correct retail location is vital to balancing the ...
Premium Report - Sales by Device Type
Sales by Device Type Sales by Device Type is used to see a breakdown of which devices customers are using when they place orders at your store. This report relies on pulling information from the User Agent field on the Order. From this report, you ...
Premium Report - Refund Line Items & Physical Returns
Refund Line Items & Physical Returns A Refund Line Item Report is used to see which Line Items are being refunded at your store. This report breaks out the individual line items on your order and provides certain details so you can look for certain ...
Premium Report - Stock Report
Stock Reports Stock Reports are used to compare how much of something has been sold vs how much you have in stock at each of your different locations. These reports follow a similar format to the Sell Through Reports, but the available quantity ...
Didn't find what you were looking for in our knowledge base? Click here
to suggest an article, and we'll try to put something together for you.