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Reports Page Overview

A walkthrough of the Reports page in Carrot — sales, transaction, and customer metrics by company and by location.

To view your Reports page, you must have a manager staff account. It's the first item in the left navigation of the Carrot Staff App, and gives you a real-time snapshot of your store's sales, transaction, and customer activity.

Use the date controls at the top of the page to set the range you want to view. The arrows step you forward or backward one period at a time, and the dropdown lets you jump to a specific month or use a quick select option like Last 30 Days.

Company-wide, you'll see:

  • Company Net Sales – total revenue across all of your store locations for the selected date range

  • New Carrot Store Signups – new customers who created a Carrot account during the date range

  • Store Versions (48h) – your storefronts' app version activity over the past 48 hours

  • Registered Customers – your total customer count to date

Below that, each of your store locations gets its own section with location-specific metrics:

  • Location Net Sales – total revenue for that location

  • POS Transactions – transactions processed through your POS

  • New POS Customers – new customers added through your POS

  • Messages – customer messages sent from that location

  • Carrot Orders – online orders placed through your Carrot storefront

  • Carrot Redemptions – rewards or promotion redemptions processed through Carrot

Click Expand Graphs in the top-right to view each chart full-size, or Collapse Graphs to return to the compact view.

Underneath the graphs, the Overview table breaks the same data down day by day, with columns for Sales, Transactions, Customers, and Signups.

Note: This page is scoped to a single store location at a time. If you manage multiple locations, use the location switcher in the top-left to change which store's data you're viewing.

At the bottom of the page, the Exports section lets you generate a CSV of your Reports or Customers data for any time range. See How do I export my customer or reporting data for details.

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