Accessing and Generating Reports
    • 10 Jan 2024
    • 1 Minute to read

    Accessing and Generating Reports

    Article summary

    Get insight into your business using Helcim's robust reporting capabilities.

    Your Helcim account includes access to helpful reporting options that give you valuable insights into your business and operations. The reports are generated based on data gathered within the Helcim Merchant Platform, so you can quickly evaluate multiple aspects of your business.

    You can quickly access your reporting options by selecting All Tools and Reporting.

    Reporting menu item

    Once you have selected Reporting you will see a list of the available reports for your business, simply click on the option you want and specify which type of report in that category you want to generate.

    Here are the reports available from your Helcim Account:

    available reports

    Report TypeOptionsDetails
    GoodsGoods Sold (Filter Capability), Product InventorySee which products have been selling and check on your available product inventory.
    Top SellingBy Product, By Brand, By CategoryYou can run a report to see your top selling items sorted by product, brand, or category.
    Top GrossingBy Product, By Brand, By CategorySee which items earn the most income for your business at the product, brand, and category level.
    InvoicesWith Product Detail, With Gross Income DetailRun a report on the invoices you have created with the product details or the gross income details.
    Transactions and TenderDaily Sales Report, Credit Card Summary, Credit Card DetailedThis report shows you a summary of your credit and debit transactions that were processed. This report excludes pre-auth (only) transactions and transactions that were voided.
    TaxesSummary, Invoice Level DetailThis report shows all sales tax collected on paid orders for a certain period.
    User ReportsUser Logs, User Access LogsUser Logs - This report shows you when users have performed actions within the system. User Access Logs - This report shows you when users have accessed the system.
    APIError Logs, reCAPTCHA Error LogsReview if there have been any API errors logged for your account and the associated details for the error.

    The API Error Logs report is a helpful tool for checking on the most recent API activities if you're trying to diagnose an issue with an integration.

    Once you have selected the report you want to run, simply enter the date range you want to view and click the Search selling - product

    Was this article helpful?