Helcim Logo Support & Tutorials

© Copyright 2006-2019 Helcim Inc.

All Rights Reserved.

Helcim Commerce » Reporting »

Accessing Reports in Helcim Commerce

Get insight into your business using Helcim reports

Your Helcim account includes robust reporting capabilities that give you valuable insights into your business and operations. The reports are generated based on data gathered within your Helcim Commerce account so you can quickly evaluate multiple aspects of your business.

You can generate reports on a variety of topics including:

  • User Reports
  • API Reports
  • Sales Reports
  • Tax Reports
  • Transaction Reports
  • Order Reports

To access the report options in your account, follow these steps:

  1. Login to your Helcim Account
  2. From your dashboard click on the reports link located in the top-right corner of the screen
  3. Select the report you would like to view from the options listed below. For a description of each report, please see the section below. 

Overview of the different report options:

  1. User Reports 
    1. User Logs
      This report shows you when users have performed actions within the system.
    2. User Access Logs
      This report shows you when users have accessed the system.

  2. API Reports
    Review if there have been any API errors logged for your account and the associated details for the error. 

  3. Sales Reports
    1. Top Selling Items
      This report shows you your top selling items.

    2. Top Grossing Items
      See which items earn the most income for your business. 

    3. Order Items Sales Matrix
      This report shows you the sales matrix of each product that was sold on the specified date range.

    4. Order Items Detailed Sales Matrix
      This report shows you the detailed sales matrix of each product that was sold on the specified date range.

    5. Order Items Sales and Quantity Matrix
      This report shows you the detailed sales matrix and the quantity of each product that was sold on the specified date range.

    6. Product Sales Report
      This report shows you all items sold for a certain date range. You can also enter the product name or SKU to filter the report for a specific product. 

    7. Product Inventory Count Report
      This report shows you the quantity sold and cost for each product on the specified date range. 

    8. Sales by Tender 
      This report shows you the amount of sales generated.
  4. Tax Reports
    This report shows all sales tax collected on paid orders for a certain period. 

  5. Transaction Reports
    This 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. 

  6. Order Reports
    This report allows you to export invoices to PDF.