---
title: "Business Overview"
slug: "business-overview-page-reports"
description: "Track your real-time total sales, net sales, payment methods, and product quantities from your Helcim Business Overview reporting dashboard"
updated: 2026-06-16T15:49:15Z
published: 2026-06-16T15:49:15Z
canonical: "learn.helcim.com/business-overview-page-reports"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://learn.helcim.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Business Overview

Ready to dive into your business data? Your **Helcim** account comes equipped with powerful reporting tools that can give you valuable insights into your sales, inventory, and more.

This article will guide you through the default reports page, **Business Overview**. It gives you a real-time look at your sales performance, payment methods, and top-selling products in one place.

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### What features does it have?

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The **Business Overview** page transforms your daily transaction numbers into clear, organized insights:

#### High-level summary metrics

Right at the top of the page, you will see your total snapshot numbers for your selected date range:

- **Sales Count:** The total number of successful sales completed.
- **Total Sales:** The gross dollar volume of all sales transactions processed.
- **Total Refunds:** The total value of returns processed back to customers.
- **Net Sales:** Your true bottom-line sales figure after subtracting refunds.
- **Total Products:** The total number of products sold.

![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/image(97).png)

Scrolling down, you will find two tables that add more context to your totals:

#### Payment method breakdown

A line-by-line breakdown showing how customers **Payment Method** (e.g., Credit Card vs. Debit) along with specific S**ales count, Total sales, Refund count, Total refunds, Total tax**, and **Total tips** for each method.

#### Product Sales

Keep tabs on your inventory performance. This section displays your top product sales, neatly split between the specific **Items sold** and the exact **Quantity** of each item that went out the door.

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### Filtering and exporting your data

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Reporting is only useful if it shows you the right information. Use these tools to narrow your focus or take your data to go.

### Using filters

- **Date:** Click the **Date** button in the top left to open a calendar. You can select specific start and end dates to see how your business performed during a particular week, month, or holiday rush.
- **Processing account:** If you run multiple locations or have several merchant accounts under one Helcim login, use the **Processing** **account** dropdown to switch between them.

![Helcim's reporting interface displaying sales data and date selection for processing account.](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/filter-by-date.png)

### Exporting your report

If you need to send these numbers to your accountant or perform some advanced spreadsheet magic, look for the **Download** icon (the arrow pointing down) in the top right corner.

| ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/pencil-white.png) | Clicking this will generate a CSV file containing all the data currently shown on your page. |
| --- | --- |

![The Helcim reporting overview showing sales, refunds, and product details in a table format.](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/download-report.png)

### FAQs

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****How often does the data on the Business Overview page update?****

Your sales figures, counts, and product volumes update in real time. As soon as a transaction clears your terminal or online store, it hits your dashboard.

****Why do my Net Sales look lower than my Total Sales?****

Your **Total Sales** reflect gross revenue before any returns. **Net Sales** automatically subtracts your **Total Refunds** to give you an accurate picture of the revenue you are actually keeping.

****Where can I find my historical bank transfers on this page?****

While the **Business Overview** shows your general sales volume, bank deposits are tracked separately. Click on the **Batch Pay outs** tab at the top of the page to see exactly when funds were bundled and sent to your bank account.