Export Epos Now sales summary reports

reports Available

This is a blank template where you can add filters and actions as needed to build you own custom export. We have a large selection of filters and actions that can be applied in any sequence you like.

This flow template gives you a good starting point and you can customise it as needed.

We’d love to hear about what you want to automate and can advise on how to use flow to meet your requirements.
Send us an enquiry or book in a call, whatever suits you best.

When this happens…

Run automatically or manually

You can run this flow automatically on a schedule, for example every weekday at midnight, or choose to run it manually via our dashboard when you need it.

Trigger

Get the data …

Fetch the sales summary reports

The flow will fetch the sales summary reports from your Epos Now account ready for filtering

Fetch

Apply filters…

Target the reports that match your filters

You can specify which reports this flow applies to.

See the customisations section later on this page for a full list of available filters.

Filter

Then do this…

Export the reports

This is where you can specify what you want to export. Add as many columns as you like and you can even chain together actions for the same field.

See the customisations section later on this page for a full list of available actions.

Action

Get Started

Customisation

This template can be easily customised by changing the triggers, filters and actions
Learn more

Triggers
Filters
Actions

Triggers are the events that start the flow.
For example, run at 6pm on Mondays, Wednesdays and Fridays.

Scheduler

Set your flow to run automatically at a specific time or interval. Choose from monthly, weekly, daily or hourly.

Manual Run

Run your flow manually using our dashboard. This is useful for testing your flow or running it on demand.

Filters allow you to apply the actions only to the objects that pass the filter criteria you specify.
For example, filter by the customer type or where the customer name contains certain characters.

Sales Summary Report CustomerRating AverageSum

Sales Summary Report CustomerRating AverageRating

Sales Summary Report CustomerRating RatingsCount

Sales Summary Report CustomerRating CustomerCount

Sales Summary Report DiscountValue

Sales Summary Report From Date

Sales Summary Report GratuityValue

Sales Summary Report ItemQty

Sales Summary Report Margin Percent

Sales Summary Report Margin Amount

Sales Summary Report Margin Avg

Sales Summary Report Net Sales ExcTax

Sales Summary Report Net Sales IncTax

Sales Summary Report Net Sales AvgIncTax

Sales Summary Report NoSaleQty

Sales Summary Report RefundQty

Sales Summary Report RefundValue

Sales Summary Report SalesValueIncTax

Sales Summary Report To Date

Sales Summary Report Transaction Count

Sales Summary Report VoidLineQty

Sales Summary Report VoidLineValue

Sales Summary Report Location ID

Location Address Line 1

Location Address Line 2

Location Bar Tab Spend Limit

Location Country Name

Location County

Location Currency Id

Location Date Format

Location Decimal Separator

Location Description

Location Email Address

Location Group Separator

Location Id

Location

Location Is Warehouse

Location Language

Location Location Area

Location Long Time Format

Location Name

Location No Of Top Sellers

Location Number Of Bar Tabs

Location Phone Number

Location Post Code

Location Predefined Locale Settings

Location Short Time Format

Location Show Bar Tabs

Location Time Zone

Location Town

Location Area Description

Location Area Email Address

Location Area Id

Location Area

Location Area Name

Location Area Parent Id

Actions allow you to make changes to the objects that pass the filter checks.
For example, set the customer balance to 10 or add 20% to the existing balance.