With Lopay you’re able to run and export a range of reports to view detailed information about the activities in your Lopay account.
Tap the 'My Reports' tile on your app home page or on the 'Activity' screen to open your reporting dashboard.
In your reporting dashboard you can find a range or reports (detailed below) which can be filtered through the drop-down menu at the top of the page by either day, week, month or financial year. Please note, your financial year end can only be set once.
Statements
Statements show all money coming in and going out of your Lopay account for a specific period, this includes all payments taken, payouts to your bank as well as spend via your Expense & Reward Card. You can drill into any of the transaction types for more information.
To view and export a statement:
Go to Reporting > Statements
Use the filters at the top to filter your statement by transaction type, team member or use the search feature if you need to narrow it down
Click into the relevant report
Click Download statement
Select Download as CSV or Download as Excel
Click Email me when done or wait for the statement to go to your downloads
Your statement will be exported as a zip file and broken down into separate files for each transaction type.
Sales Report
The sales report in Lopay shows the sales activity for a specific period of time, i.e. all payments taken via Lopay. It includes the following breakdowns:
Tips
Taxes / VAT
Sales by channel
Sales by product
Sales by team member
Lopay fees
Cash payments
Please note, some sections will only be displayed in the report if there has been relevant activity during the period.
To export the sales report in PDF:
Go to Reporting > Statements
Use the filters at the top to filter your statement by transaction type, team member or use the search feature if you need to narrow it down
Click into the relevant report
Click Download sales report
Click Email me when done or wait for the sales report to go to your downloads
Open up the PDF from your downloads folder
Point of Sale/Product report
The Point of Sale screen gives you an overview of all of the products your business has sold during a specific period if you use the Shop feature within the Lopay app.
To view your Product report :
Go to Reporting > Point of sale
Use the filters at the top to filter your statement by transaction type, team member or use the search feature if you need to narrow it down
Click into the relevant report
Click Product report
Fee breakdown
To get a breakdown of the fees you have incurred:
Go to Reporting > Statements
Use the filters at the top to filter your statement by transaction type, team member or use the search feature if you need to narrow it down
Click into the relevant report
Click View fee breakdown
For any further questions or help, please email us at [email protected].
To get the most from your Lopay app, please ensure you have the latest version - simply head to your app store to download the update.