Retail plan
Statistics
Revenue, margin and VAT by product, store, supplier and payment – including CSV.
A financial report sums up the revenue of a month, quarter or year: gross, net and VAT per tax rate, deposits, gift cards and the split by store and payment method. The PDF serves as an accounting voucher; Excel and CSV go into your bookkeeping.
Gross revenue, net revenue and tax amount for each rate. It always holds: gross revenue = net revenue + total tax.
Deposits are not revenue and are shown separately. Redeemed gift cards are a payment, not a reduction of revenue.
A finalized report keeps its values and can no longer be deleted, as a record for later.
It is best to create the report once the period is over, for example with “Last month” at the start of a new month.
“Last month”, a quarter, a year or a custom range with From and To.
The report is calculated and saved as a draft. If something is off, delete the draft and create it again.
As PDF, Excel or CSV, at any time, even as a draft. A draft PDF carries a DRAFT watermark.
“Finalize Report” locks the values. This step cannot be undone.
The images come straight from the Cloud Dashboard, filled with sample data.

All reports
Period, status, gross revenue, net revenue, total tax and deposits collected at a glance. “Filter by status” shows only drafts or only finalized reports.

Choose a period
Predefined from “Current month” to “Last year”, including the quarters Q1 to Q4, or a custom range. The report is saved as a draft.

Key figures, gift cards, taxes
At the top sales, net revenue, total tax and deposits collected. Below them the gift card overview and the tax breakdown per rate, further down stores and payment methods.

It is based on all successful purchases in the period, from midnight to midnight in your organization’s time zone. Cancelled, failed and deleted purchases do not count. The report shows what was sold, not the money received in your account. Discounts are not deducted: products count at their regular selling price. For your suppliers’ shares in a shop-in-shop, the Pro plan offers supplier payouts.
Retail plan
Revenue, margin and VAT by product, store, supplier and payment – including CSV.
The report shows revenue, i.e. what was sold, not the money received in your account.
Selling and topping up a gift card counts as revenue, usually at 0% VAT. When a customer pays with a gift card, that is a payment. “Net Gift Card Revenue” is sold minus redeemed and can be negative.
Deposits are not revenue. They appear separately as “Deposits collected” and are included in “Total received” under payment methods, at 0% VAT.
The sheets Summary, Tax Overview, Stores by Tax Rate, Payment Methods and Detailed View. The CSV has one row per store, payment method and tax rate.
The values are fixed when the report is created. If purchases change, delete the draft and create it again. Finalized reports cannot be deleted.
If a purchase contains products at two tax rates, it counts under “Order Count” for both rates. The total can therefore be higher than the number of purchases.

Happy to help. Sign up for free to get a first impression – or request a non-binding quote. I’m here if you have questions.
Tobias Kobelt · scango.ch