Reports and sales analytics
Because the system is cloud-based, you always have access to sales and transactions through the iZettle dashboard in an internet browser in real time.
View daily reports in the iZettle Go app, which can be printed directly via AirPrint or emailed the account holder. The app reports are limited to an overview of sales arranged by date, with no option to filter results except for viewing totals by day or month.
They are basically like end-of-day/month totals used for cashing up or stored for accounting, with totals for card, cash and invoice payments and refunds via each method. Discounts and iZettle fees show here as well. Furthermore, it shows the top-selling products of the day along with quantities sold – handy for checking what stock to order back in for replenishment.
In the browser back office, we only noticed one extra search filter: seeing what individual staff members have sold (requires separate login accounts). Searching by product or location is not possible, but the percentage of returning customers based on the card used for payments is shown in the overview dashboard. For more detailed analytics, upgrade to the more advanced iZettle Pro.
That said, both the app and back office allows you to search any receipt, invoice and payment link. These contain detailed information about transactions, including purchase location and products sold. It is through these itemised receipts you can refund payments or individual items.
Gift cards can be tracked on a separate dashboard page in the Products section.
For more advanced accounting functions, iZettle can be integrated with Xero or QuickBooks.