*⚠️ Please note: This functionality is only available when logged in with an administrator account.
With the reports functionality, you can view and generate reports at any time. Currently, we offer four different types of reports:
- Sales Report
- Transaction Report
- Payout Report
- Accounting/Bookkeeping Report
When creating a report, you can select a time period. Options include today, yesterday, the previous month, or a custom period.
Mobile users can open reports directly on their phones. Users who want to view a report via a payment terminal must email the report from the device to themselves.
Sales Report
End-of-day report. An overview of all total sales, refunds, VAT, and payments collected by Klearly over the selected period. This report does NOT include payments collected by Klearly from 'today'.
Note: Sent automatically by email daily; available as PDF and Excel file.
Transaction Report
An overview of all transactions, refunds, payments collected by Klearly, and payout information over the selected period.
Note: Provides a detailed overview of all transactions, refunds, payments collected by Klearly, and payout information over the selected period. The transaction report is never sent automatically, you must manually download the list via the app or dashboard.
Payout Report
Overview of all payouts processed during the selected period, including amounts, dates, and any linked transactions.
Note: Sent automatically by email daily; available as an Excel file.
Accounting Report
A comprehensive report including paid and unpaid transactions, a total overview of payouts, and everything your accountant needs to reconcile transactions.
Note: Sent automatically by email monthly; available as an Excel file.
Report e-mail change and automatic reports
If you wish to change the email address to which automatic reports are sent or if you no longer want to receive automatic reports, please send a request from the email address registered as the main user to our support team. We will assist you with making this change.