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In BETA, you can conveniently view your transactions categorised by different transaction states: open, succeeded, cancelled, refunded and all. This provides you with a clear and organised overview of your transaction history, allowing for you to efficiently monitor and manage transactions in your gym, according to their status.

When performing a transaction search, you can also filter your view by a specific date range,time, or a visitor’s profile.

Following this, you can download .csv files of different exports based on your transaction search: transactions, items, payments and reports.

Transactions can have the following states:

1. Open: Open transactions are transaction that were started, but either the cart was abandoned, or the transaction was not finalised in the POS. Open transactions allows for more items to be added to the same transaction. Items are NOT issued.
2. Due: Due transactions locks the transaction, preventing any items to be added to the transaction. Due transactions may only be modified by adding/removing payments, recalling, or refunding the entire transaction. All Items are issued to the linked profile. Available on Business and above
3. Succeeded: Transactions that have been successfully processed and completed.
4. Cancelled: Transactions that have been intentionally terminated.
5. Refunded: Transactions for which a full refund has been issued.
6. Partial Refund: Transactions for which a part refund has been issued.

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FAQs

• How can I view sales figures for a specific event in BETA?

⤷ Understand Sales Reports in BETA

Learn about currencies

Learn about Sales Tax Rounding

› Learn about different exports in BETA

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1. Transactions - Line by line transactions, a list of every single transaction separated by time.
   • See Transactions sample
2. Items - Exports all transactions grouped by line item.
   • See Items sample
3. Payments - A list of all of the payments received.
   • See Payments sample
4. Adjustments - All adjustments in a report, including discounts, promotions and dynamic pricing changes
   • See Adjustments sample
5. Report - This generates a report summing all of the following together: gross sales, discounts, refunds, tax due, liabilities, payments collected and payments refunded.
   • See Report sample
6. Report by Date - A Daily Totals Report by Date groups all the transactions carried out by date. Each date includes: - Gross Sales: the credit is split by price category and Tax. Discounts: Discount applied to the price categories. Refunds, Total Tax Due and Liabilities. The Report also includes Payments Collected per payment type.
   • See Report by Date sample

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› Quick Stats

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To see a quick bar chart indicating sales quantities for a specific product, navigate to the Insights tab on the product popup in your BETA dashboard.

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› Generate a time filtered Sales Report

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