Curious about how your business is truly performing? Helcim's reporting tools are designed to give you a clear picture of your sales, transactions, and more. We know that understanding your business's financial health is crucial for growth, and our reports make it easy to track your progress and make decisions.
This series of articles will walk you through each report, helping you understand what they tell you and how to use that information to your advantage.
Contents
| Your default dashboard providing high-level performance summaries, payment breakdowns, and top product sales. | |
| A granular, line-by-line history of every individual payment processed, refunded, or declined. | |
| An in-depth breakdown of exactly which items are selling, tracking specific quantities and total revenue per item. | |
| Dedicated log of your settled transaction batches, showing exactly when and how much revenue was deposited to your bank account. | |
| Centralized report detailing the cumulative sales taxes collected across your transactions for easier bookkeeping and filing. | |
| Detailed audit trail tracking system API logs, account changes, and specific user activities for your records. |
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Locating the reporting section
You can quickly access your reporting options by selecting All Tools and then Reporting.
| You can always find the All Tools menu in the top left corner of your Helcim Account. |
To access reports
Log in to your Helcim account.
From the dashboard, click on All Tools.
Select Reporting from the dropdown menu.
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