Using the Dashboard
Summary
Stores
Stores Tab Overview
Stores > Status
Stores > Technical
Stores > General
Web Based Store Inventory / Online Menu
Download a Pick List for easy restocking
Stores > Restock
How To Set Pars
Sales Tax
Stores > Discounts
Stores > Financial
Products
Export Lots as CSV
Products > Transactions
How to edit an SKU and use unused tags for a different product
Products Overview
Products > Tag Orders
Export EPC Inventory
Products > Archive
Products > Inventory
Add a Product
Products > Details
Tags
Transactions
Transaction status definitions
Transactions > Logs
Coupon Reporting
Transactions > Customer Emails
Authorization Fee / Hold
How to adjust a transaction or process a refund
How to View Transactions & Transactions Overview
Export Transactions
How to prevent mischarges
Feedback
Discounts
Discounts > Add a Happy Hour Discount
Discounts > Add a Standard Discount
Discounts Overview
Discounts > Creating Coupons
Discounts > Add a Shelf Life Discount
How to redeem a coupon
How to end a Discount
Financials
Settings
Getting Started
Remittances
Transactions included in a remittance
Remittance Processing Schedule
Where can I find billing information?
How do I provide my banking information?
Ordering Tags
Restocking Product
Setting Up Your New Store
How to restock a Byte store
Setting up your store to be NAMA-certified
Custom graphics install instructions
Branding your store
Setting up your Byte Technology store
How soon will I receive my store?
Byte Store Specs
Box 2.5 Byte Store Specs
Tagging Best Practices
Tagging drinks
Product tagging best practices
Tagging sandwiches or burritos
Tagging snacks or soft packaging
Tagging soups or yogurts
Tagging salads or other hard packaging
Are RFID tags microwave safe?
Webinar: Tagging Best Practices
Merchandising best practices
Test and verify inventory
Tagging heatable entrees
Tagging aluminum cans and foil-lined products
Dashboard Onboarding | A self-guided training
Advice & Troubleshooting
Connectivity
How to Install an OptConnect Cellular Device on a Byte Store
Ethernet setup and networking requirements
Transactions made while store is offline
How do I get a store back online?
Code 400C
Code 600
Code C
Code E
No IP / Red or Yellow Border
Code 200
Sending Remote Commands
Screen Issues
Store Temperature
Inventory
Door Lock Issues
Open a CSV file in Excel or Google Sheets
Error Codes: Out of Service Troubleshooting Guide
- All Categories
- Using the Dashboard
- Transactions
- Export Transactions
Export Transactions
Updated
by Carolina Villatoro
If you wish to view or analyze sales data, you'll want to export transactions to CSV.
How To Export Transactions
- Navigate to the Transactions tab
- Click the Export icon.

- Filter the Export
Once clicked, you'll have the option to filter the export data:
- by Date
- by campus / store
- by Transaction status
- by Transaction Type
- Coupon use only
- local time or UTC
- by Date
- by campus / store
- by Transaction status
- by Transaction Type
- Coupon use only
- local time or UTC
The dropdown Transaction type gives you an option to download a subset of transactions based on sales or Restock activity by type, as follows:
Sales:
- All Sales: downloads all transactions
- Sales with Issues: Transactions that occurred with an error or issue
- Empty: VOIDED transactions with no products attached to that Credit Card Swipe
- Refunds: Transactions with refund adjustments
Restocks:
- Products Added: downloads all products stocked into the store during Restocking
- Products Removed: downloads all products removed from the store during Restocking
Export Customer Emails
With every transaction, customers can enter an email address on the menu screen to receive an emailed itemized receipt after their order. To access the email addresses, complete the same steps as the transaction export and locate the Email Address column in the CSV file.
Time Zone
When transactions are exported, the time frame is usually based on the time zone of the store. Please note that the sales amount for the remittance may not be the same because the remittance is based on the UTC time zone.