The Revenue Report is the primary reporting tool available in the Reports tab of the VanillaPOS Dashboard. It provides a detailed view of all charges and refunds processed within your account over a selected date range.
Accessing the Revenue Report
The Revenue Report is available under Reports in the left-hand sidebar.
By default, the Revenue Report is shown when you log in.
The report initially displays transactions for the current day.
To view transactions from a broader date range, use the Filters option in the upper right-hand corner.
Using Filters
The Filters option allows you to refine the data shown in the report.
Available filters include:
Start Date and End Date
Transaction Type
Transaction Type options:
Charges and Refunds (default)
Charges only
Refunds only
These filters allow you to drill down into specific transaction activity as needed.
Revenue Report Summary
At the top of the Revenue Report, you will see a summary that includes:
The total sum of all charges
The total sum of all refunds
The current balance for the selected date range
Revenue Report Table
The report table displays a list of all charges and refunds within the selected date range.
Each row represents a single transaction and includes the following columns:
Transaction Date: The date and time when the transaction occurred.
Transaction Type: Indicates whether the transaction is a charge or a refund.
Payment Intent: A Stripe-specific identifier that tracks the full lifecycle of a payment, from creation through final settlement.
Customer: The first and last name of the customer associated with the transaction.
Store: The store where the transaction occurred. This will typically be the same unless you operate multiple stores.
Transaction Amount: Charge and Refund amounts (charges appear as positive values in green, while refunds appear as negative values in red)
Please Note: When viewing Transactions, Subscriptions that have not started or 'kicked off' based on their start date will not display.
Viewing Transaction Details
You can view more information about any transaction by clicking on its row in the table. The transaction details page includes:
Transaction date and time
Transaction type
Store
Payment Intent
Customer details
Transaction amount
Cardholder details
Customer ID
Receipt ID
Any additional parties involved in the payment
Receipt ID
The Receipt ID is especially important when issuing refunds from devices. This value is required and can be easily found by:
Opening the Revenue Report
Clicking on the relevant transaction
Locating the Receipt ID in the transaction details
Line Item Breakdown
Scrolling down on the transaction details page reveals a detailed breakdown of the charge.
This breakdown includes:
Line items for each product or subscription
Quantity for each line item
Unit price
Total price per line item
The breakdown also displays:
Subtotal
Applied discounts
Taxes
Tips
Refunds (if applicable)
Final total charge
This provides a complete financial view of each transaction.
Exporting the Revenue Report
The Revenue Report can be downloaded using the Download option in the upper right-hand corner. Available export formats:
PDF
CSV
Exports reflect the currently applied filters and date range.