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View or export activity reports

Find the report you need in your Lopay app

Lucinda avatar
Written by Lucinda
Updated over a week ago

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:

  1. Go to Reporting > Statements

  2. 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

  3. Click into the relevant report

  4. Click Download statement

  5. Select Download as CSV or Download as Excel

  6. 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:

  1. Go to Reporting > Statements

  2. 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

  3. Click into the relevant report

  4. Click Download sales report

  5. Click Email me when done or wait for the sales report to go to your downloads

  6. 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 :

  1. Go to Reporting > Point of sale

  2. 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

  3. Click into the relevant report

  4. Click Product report

Fee breakdown

To get a breakdown of the fees you have incurred:

  1. Go to Reporting > Statements

  2. 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

  3. Click into the relevant report

  4. 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.

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