Export Epos Now sales summary reports
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.
Fetch the sales summary reports
The flow will fetch the sales summary reports from your Epos Now account ready for filtering
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.
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.
Customisation
Learn more
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.
Address Line 1
Address Line 2
Amount
Average Rating
Average Sum
Avg
Avg Including Tax
Bar Tab Spend Limit
Country Name
County
Currency I D
Customer Count
Date Format
Decimal Separator
Description
Description
Discount Value
Email Address
Email Address
Excluding Tax
From Date
From Date Filter
Gratuity Value
Group Separator
I D
I D
Including Tax
Is Warehouse
Item Quantity
Language I D
Location Area I D
Location I D
Long Time Format
Name
Name
Number Of Bar Tabs
Number Of Top Sellers
Number Sale Quantity
Parent I D
Percent
Phone Number
Post Code
Predefined Locale Settings I D
Ratings Count
Refund Quantity
Refund Value
Sales Value Including Tax
Select Locations
Select the location area
Short Time Format
Show Bar Tabs
Time Zone I D
To Date
To Date Filter
Town
Transaction Count
Void Line Quantity
Void Line Quantity
You can choose which columns you would like to be in the export.
You can change the column title to whatever you like and set the column order to match your export requirements.
For example, you can set the column title to “Customer Balance” and also apply transformations such as add 10%.
Address Line 1
Address Line 2
Amount
Average Rating
Average Sum
Avg
Avg Including Tax
Bar Tab Spend Limit
Country Name
County
Currency I D
Customer Count
Date Format
Decimal Separator
Description
Description
Discount Value
Email Address
Email Address
Excluding Tax
From Date
Gratuity Value
Group Separator
I D
I D
Including Tax
Is Warehouse
Item Quantity
Language I D
Location Area I D
Location I D
Long Time Format
Name
Number Of Bar Tabs
Number Of Top Sellers
Number Sale Quantity
Parent I D
Percent
Phone Number
Post Code
Predefined Locale Settings I D
Ratings Count
Refund Quantity
Refund Value
Sales Value Including Tax
Select the location area
Short Time Format
Show Bar Tabs
Time Zone I D
To Date
Town
Transaction Count
Void Line Quantity
Void Line Quantity