Stay On Top of Your Business Finances with Our New Business Reporting Tools
Managing the financial data for your business can feel like solving a complex puzzle. Not to mention, it is time-consuming and overwhelming. But what if there was a simpler way to get all your numbers in one place? That’s where SumUp’s new financial reporting tool comes in.
Our business reporting tool is designed to take the stress out of running a business and managing its finances.
With the all-new reports section in your SumUp dashboard, you can easily access, filter and download reports based on specific time frames. Plus, you can customise the layout to prioritise the data that matters most to your business. Let’s take a closer look at how these features can help you make smarter business decisions.
Simplify Reporting with Flexible Features
Whether you’re tracking sales, revenue, payouts, or fees, the new SumUp Reports dashboard makes it effortless. For instance, you can expect a customisable and convenient platform that allows you to tailor your sales reporting dashboard to suit your needs. You have the option of adding or removing specific reports or adjusting the layout to ensure high-priority insights are front and centre.
If you need to share data with your accountant or financial authority, you can easily download your reports with a few clicks. Filters make it easy to select the exact data you need.
Explore the Power of SumUp’s Reporting Tools
Ready to dive into the details? Simply click ‘Reports’ in the left-hand sidebar of the dashboard, and you’ll see an overview of reports for Sales and Revenue, Payout and Fees, and Transactions. Here’s what you’ll find in the new small business dashboard:
Sales Report
Keep track of all your sales activity – including cash and card payments. With this transaction management software, you’ll have visibility of every sales transaction made by the business.
Revenue Report
Get a clear view of all the goods or services you’ve sold. With this feature, you can easily generate a comprehensive revenue report whether you need it for internal tracking or to meet external financial requirements.
Payout Report
Keep tabs on every payout during a selected period easily. The payout report ensures nothing slips through the cracks, whether it’s from your main profile or an employee’s account.
Fee Invoices
Understand exactly what you’re paying in fees and manage your invoices. SumUp’s fee report breaks down all charges by month for both main and employee accounts. A little heads up – it can take a few minutes for this report to be generated, but the insights are worth the wait!
Transaction Report
Transaction report takes your point of sales analytics to the next level. In this brand-new section, you can see an overview of your transactions – including card payments, cash payments and refunds. You can visualise your transaction data with comparisons across yearly, monthly, or weekly periods. Want to dig deeper? Check details like:
Payment methods
Transaction status
Customer card details
Refunds and chargebacks
Book a Demo for Business Reporting Tools
A Dashboard Built for Small Businesses: What Else Is New?
As part of our ongoing effort to enhance your experience, we’ve also introduced upgrades to the small business dashboard:
Quick Business Insights
The moment you log in, you’ll see a helpful summary of your business’s performance. No more digging around for key data—it’s all right there.
Handy Quick Links
At the bottom of the page, you’ll find easy-access links to the help centre, customer support and your most-used dashboard features.
Why Customisable Reporting Tools Are Important for Small Business
Using a customisable reporting tool isn’t just about making your life easier, though that’s a huge bonus. Financial reporting for small businesses is all about empowering entrepreneurs and helping them make smarter and data-driven decisions. For instance, you save a lot of time when you use the reporting tool to generate reports. No more sorting through spreadsheets manually and wasting time trying to correct mistakes made in recording the transactions.
Automating reports also boosts accuracy. If your employees are manually recording the transactions on spreadsheets, they are likely to miss a few details. However, if you use the reporting tools, you eliminate human error and generate accurate reports.
The reports also improve decision-making, and you can use the insights to refine your sales, stock, and marketing strategies.
For small businesses, having a flexible and user-friendly financial reporting tool like SumUp means more time focusing on what matters, which is growing your business.
Ready to Take Control of Your Business Finances?
With SumUp’s financial reporting for small businesses, you’re equipped to track sales, manage transactions, and visualise revenue trends—all in one intuitive space. Whether you’re a bar owner, café manager, or retail shopkeeper, these tools are designed to make your workday easier and more efficient.
Don’t just stay on top of your business—stay ahead of the competition. Explore SumUp’s customisable reporting tools today and discover the difference a powerful business reporting tool can make.
Discover Business Reporting Tools for Your Business
Business Finance Reporting Tools FAQs
What is financial reporting for small businesses?
Financial reporting in small businesses involves recording and communicating business transactions, like sales and expenses, over a specific period of time. The goal is to track, analyse and report the financial activities of your business, including the business income.
How do you write a financial report for a small business?
No matter the format of a financial report, it needs to contain detailed information on the business revenue, expenses, cash flow and profits. You start by recording transactions in journals and using the ledgers to generate financial statements.
What reports does a small business need?
As a small business, you need sales, transaction and revenue reports to keep track of the financial performance of the company. Fees and invoice reports help you monitor expenses.
How do you monitor the performance of a small business?
When you are monitoring the performance of a small business, you need to determine key performance indicators. You should also track sales and financial transactions to generate financial reports.
