Stax Pay: Performance Analytics Overview

Performance Analytics is the advanced analytics and reporting we provide to business owners.

Stax is dedicated to helping small and medium businesses grow. With the help of Stax Pay's data and reporting capabilities, businesses finally have the information they need, all in one place. 

Features include access to powerful tools like:

• Daily and Weekly Emailed Summaries
• Annual Insights Report on your business
• Data Exports
• Social Review Management
• Additional Users with Roles & Permissions
• Projected Inventory Reporting
• ...and more!

If you want to learn more about the benefits of performance analytics, check out this other support article:

The Benefits of Performance Analytics

The analytics found inside of Stax Pay include: 

• Dashboard
  Gross Sales YTD
  Net Sales YTD
  Refunds YTD
  Growth Sales Overview
  Average Sales
  Number of active customers
  Number of transactions
  Outstanding Receivables
  New vs. Returning Customers
  Transaction Heatmap
  Latest Deposits
  Social Review Management
  
  
• Deposit Report
  Monitor your daily deposits and easily reconcile your transactions.
  
  
• Fee Statements
  Review and download your processing statements every month.
  
  
• Company Overview Report
  Do you have multiple locations or processing solutions? If so, you can now run a single report showing the transactional history across all your accounts.
  
  
• Payment Methods Report
  Review the cards on file that have expired or are about to expire so you never have to worry about a scheduled payment failing due to having the incorrect card information.
  
  
• Sales by Item Report
  See which of your products or services are selling the best.
  
  
• Sales by Product/Service Category Report
  Assign categories to your items to see how the individual parts of your business are performing
  Ex. The owner of a hair salon wants to see all the salon’s services (haircut, hair color, hair style) on one report and all the salon’s products (shampoo, conditioner, hairspray) on another.
  
  
• Custom Report
  Customize reports to fit your business needs.
  
  
• Payments List View
  Review all, or some, of your payments in a single excel report.
  
  
• Weekly Email Summary 
  Receive a weekly email reporting on the total transactions processed in the prior week.
  
  
• Data Exports 
  Export Payments, Invoices, Scheduled Invoices and Customers.
  
  
• Users (w/ Roles and Permissions) 
  Add users to your account and assign the appropriate role with the access the user needs.
  
  
• QuickBooks Online Sync
  Automatically send sales receipts to your QuickBooks Online account.
  
  
• Reputation
  Easily review and respond to social media reviews for your business.

For any questions or to discuss reporting options, please fill out a form here.