Reports Dashboard and API pulls – Zippin

Understanding sales and customer data provide data to identify opportunities and trends.

SUMMARY PAGE

From the Store Dashboard, select Reports Dashboard. There are 2 tabs - Summary and Order Details. The default tab is the Summary page.
In the Select Store drop-down, select or type a store name. From the list of store names, select one or more stores for which to view data.
From the Date Selector, select a date range to view data.
The date you select from the Date Selector is the date and time a customer entered a store. It is the local time of the store. Note that the customer's entry time is different from the processing time. Processing time is the time when the cart is submitted and is displayed as Order Date in the csv file.
Select Apply.

At the top of the Summary section, a progress bar is displayed depicting how close the system is to processing the customer data. This helps managers understand if they are looking at final or partial data from the day. The numerator is processed carts. The denominator is all entry scans.

Category-Level data

The "Top Selling Categories" panel can be exported to display sales and tax by category. A count of items will also display in the export.

The Summary page displays the following data:

Check-ins (Processed/Total)	The number of check-ins is the number of shopper parties who entered the store during the selected time. Each party is one or more individuals who entered the store at one time under a single payment method. The number of shoppers is usually more than the number of shopping carts due to group or family shopping.
Orders with at least 1 item	Carts displays the number of submitted carts (including $0.00 carts) Orders displays actual carts with a purchase. These figures are reflective of the number of groups that entered (not individual shoppers).
Conversion Rate	This is the percentage of all shoppers who actually made purchases in the store. In case of group shopping, the system considers as a single shopper. This rate is derived from total number of orders against total number of carts.
Credit card/app	Credit card displays the number of shoppers shopping in the store by using a credit card. App is the number of shoppers shopping in the store using Zippin’s Shopper App.
Items	This is the total number of units purchased across all carts.
Estimated Gross Receipts	Number of carts x conversion rate x average basket. This is an estimation. This field is only displayed when the percentage of the carts processed is greater than 80%
Gross receipts	This is the total amount of all the items purchased, regardless of whether or not payment succeeded, and before discounts and refunds including tax.
Tax	This is the applicable tax component of gross receipts.
Discount	This is the total discounts applied on purchased items.
Loyalty	This is the total loyalty amount applied on purchased items.
Declined Payments	This is the total amount submitted to the payment gateway or processor that was declined. Partial or the total amount may be automatically resubmitted after a short period of time and subsequently be approved.
Refunds	This is the items returned before the payment is submitted or failed payments, thus reducing the shopper's payment, or after the shopper has paid. This can be items returned and amount both.
Refunds back to card	This is the amount of money refunded to a shopper's credit card after the shopper has made the payment. This amount can be less than the Refunds.
Received amount	This is the net amount received after deducting discounts, loyalty, declined payments, and refunds, then adding received tax.
Received tax	This is the tax component of the received amount.
Average cart size	This is the mean amount of gross receipts per cart with purchases.
Average item per cart	This is the mean number of items per cart with purchases.
Average shopping time	This is the mean number of seconds between an individual shopper entering the store through the entry turnstile and exiting the store through the exit turnstile.
Repeat shoppers	This is the number of repeat shoppers who return to the store multiple times for more shopping. Typically, a repeat shopper must have made at least two purchases from the store.

Sample report CSV exports are available to view here.

GROSS SALES & TOP SELLING ITEMS AND CATEGORIES

Option 1: Hover over the graph to view

Option 2: Export using the Export as csv button. This button is located within each report pane.

The following categories and details are available in a csv export:

Gross Sales

Top Selling Items

Top Selling Categories

If multiple stores are selected, an export will offer one csv per store & a consolidated report

Store Id
SKU code & name
Category
Count
Receipts ($)
Tax ($)

Option 3: Select the table icon to view a table format within each pane.

ORDER DETAILS PAGE

Select the Order details page to view individual items within carts. Four months of data is available for download.

Note: It may be necessary to zoom out to view all categories. The final category on the right is status.

To view more data at one time, users can increase the rows per page, available at the bottom of the page.

The page itself does not allow sorting or filtering. Sorting and filtering is best done through a CSV export. Each export will produce a file per store and a consolidated file for all stores selected in the search. The following icons are located on the top right of the Order Details. These icons are all download to csv options:

Hovering over each icon displays their function. They are (from left to right):

Download orders to csv - every row corresponds to an order

The Cart ID is the unique identifier for each order. This export shows only purchases.
Payment reference ID = the reference for the submitted payment
Entry time = the time the customer entered
Submitted time = the time the payment was submitted to the payment processor
Bill date = the time the funds were retrieved
Payment failure reason codes are displayed

Download order items to csv - every row corresponds to an item

Multiple rows per cart are shown (where a cart purchased 2+ items)
Discounts per item
Loyalty program details

Download payments and refunds to csv - every row corresponds to a financial transaction (refund or payment)

Each row corresponds to a payment or a refund
Date of the payment or refund
Type of payment card (Freedompay does not currently distinguish between mobile wallet and a regular credit card). Credit card brand, debit or pre-paid is displayed.
Amount
Last 4 of the credit card

Column	Description
Cart Id	The ID assigned to a customer on entering the store through the entry gate. This ID reflects a group in the case of group shopping.
Payment Ref. Id	The payment gateway or loyalty transaction ID that is used to reconcile the transaction between the payment gateway or loyalty provider and Zippin.
Entry Time and Exit Time	Customer's entry and exit time in the store (in local time zone)
Items	List of products purchased. Only one product name is displayed. If the quantity of items purchased is 2 or more, the quantity is indicated. Click the number to see the list of other products in the cart.
Gross Receipts	Total amount of all the items purchased regardless of whether or not payment succeeded, and before discounts and refunds.
Refunds	Approved amount to be refunded to customers
Declined Amount	Amount submitted to the payment gateway or processor that was declined
Received Amount	The net amount received after deducting declined payments and refunds.
Status	This indicates the cart submission and payment status. Submitted - The cart has been submitted for billing. This status is applicable only for retailer billing stores Submission failed - The cart submission for billing failed. The cart must be resubmitted after the problem is fixed Ready for billing - The cart is finalized but not yet billed Failed - All attempts to capture the amount failed and no further action will be taken Partial - Partial cart amount captured. Attempts will be made to capture the rest of the amount Paid - Full cart amount was successfully captured

REPORTS DASHBOARD FOR RETAILERS WHO PROCESS BILLING

For a retailer who has elected to process their own billing, only the cart details are available.

API PULLS

The API is a standard rest API with a nested JSON payload. Teams can access the Zippin API endpoint at any time you desire. There are two options:

The retailer can specify either (1) the date for which to pull information (2) the date in time from which, that point in time, you want only change transactions. Option 2 is a push of unique data only.