Back Office Reports Overview

July 28, 2026

Description

An overview of reports available in Back Office through your Merchant Services account in online banking

What's in this article?

Solution: Essentials Light | Essentials | Retail | Restaurant

Bank of America's Back Office provides cloud-based reporting that allows you to generate detailed reports that provide insight into sales, inventory, employee performance, and customer behavior. You can download and analyze data to make informed decisions to improve profitability, efficiency and customer experience.

Where beneficial, reporting allows you to narrow your search results by date range, employee, register, product, or other applicable data to identify best-selling items, prevent stockouts, review employee sales performance and areas for improvement. Reports can be downloaded and saved in a variety of formats for archiving and maintaining your business data.

Reporting access is dependent upon permissions set for an individual employee or job role and the software package you have chosen for your merchant account.

Back Office reports

Below is a list of reports available in Back Office, depending on the solution.

Report name, software availability, description
Report Name	Solution Availability	Description
Bulk Email	Essentials, Retail, Restaurant	Provides more information about the success of your bulk email campaign to determine if it is effective or if you should adjust it.
Customer Notes	Essentials, Retail, Restaurant	Contains any personal or transactional-related information about your customers, such as hobbies, birthdays, or product preferences.
Customer Sales	Essentials, Retail, Restaurant	Provides detailed sales history information for individual customers.
Department Sales	Essentials, Retail, Restaurant	Enables you to track the sales activity for each department in your store, such as "Food" and "Beverages."
Device Activity	Essentials, Retail, Restaurant	Makes it easy for businesses with multiple payment terminals to view the activity for each device.
Device List	Essentials, Retail, Restaurant	Allows you to see the details of each device that has been activated on your subscription. This report gives you an easy look at the names and software versions running on your devices.
Discounts and Promotions	Essentials, Retail, Restaurant	Shows all price discounts made at your store during the selected date range. This report will help you understand the use and effectiveness of your discounts.
Donations	Restaurant	Provides detailed information about your donation campaigns.
Employee Activity	Essentials, Retail	Makes it easy for businesses with multiple cashiers to view the activity for each cashier.
End of Day	Restaurant	You can receive daily emailed reports for Restaurant Solution, such as: Daily Summary, Hourly Sales, Items sales and more. In User Roles, enable the EOD Reporting features, then select the reports the user should receive each day.
Financial Shifts	Restaurant	Prints to the default printer with the total cash owed amount.
Hourly Sales	Restaurant	Provides you with a breakdown of your sales by hour and enables you to look for sales trends.
House Accounts	Restaurant	Enables you to see a list of your house accounts, their maximum balance, and their last statement date. You can view a list of all house accounts or filter the report to view a specific house account.
Labor Shifts	Restaurant	Enables you to review the times your employees’ clock in and clock out on the POS app and the total hours worked for a shift and a time period.
Items List	Essentials, Essentials Light	Is a listing of all of your items in your inventory at the time you run this report, regardless of sales activity.
Items List	Retail	Is a listing of all of your items in your inventory at the time you run this report, regardless of sales activity. You can use this list is to export essential item information.
Items List	Restaurant	Is a listing of all of your items in your inventory at the time you run this report, regardless of sales activity.
Item Sales	Essentials Light, Essentials, Restaurant	Pulls all of your items with sales activity in the selected date range. You can use this report to find out how well specific items are selling over a specific time period.
Item Sales	Retail	Pulls all of your items with sales activity in the selected date range. You can use this report to find out how well specific items are selling over a specific time period.
Modifiers	Essentials, Retail, Restaurant	Is a listing of all of your modifiers in your inventory at the time you run the report, regardless of sales activity.
Modifiers Sales	Essentials, Retail, Restaurant	Pulls all of the modifiers sold in the selected date range. The modifiers are broken down into modifier groups. You can also use this report to find out how well specific modifiers are selling over a specified time period. This report will show all modifiers sold, whether they have a price associated with them or not.
Non-Sales Revenue	Essentials Light, Essentials, Retail, Restaurant	A non-revenue item is something you sell or charge for in store that is not included in your Net Sales. The Non-Sales Revenue report enables you to track non-sales item activity by category.
POS Transactions	Essentials Light, Essentials, Retail, Restaurant	The POS Transactions report can help you find transaction detail for your store. It is helpful if you ever need to confirm that a transaction took place.
Price Overrides	Essentials, Retail	Provides information about price overrides made at the point of sale such as override reason, employee, item level, override amount. Monitoring this report can help store owners prevent possible abuse of this functionality.
Sales	Essentials	Watch a video on how to run reports on the sales activity and employee activity for your store in Back Office for Essentials Solution.
Sales Summary	Essentials Light, Essentials, Retail, Restaurant	Allows you to see certain information from the Store Summary report, but for longer periods of time that you specify. Specifically, this report displays the daily number of transactions and their tax, returned items and their price, and the total number of items sold and their net sales. Being able to export a large list of daily sales enables you to have a solid overview of your revenue.
Shifts Report	Essentials Light, Essentials, Retail	Provides a summary view of shifts opened and closed at the POS by device.
Store Summary	Essentials Light, Essentials, Retail, Restaurant	Provides an ongoing “check-in” of your store using a date range and selling location.
Taxes Report	Essentials Light, Essentials, Retail, Restaurant	Use the Taxes report to see sales by individual tax rates and tax jurisdictions. You can generate this report and send it to your accountant for tax filing. If you sell at multiple locations, this report will break down the tax information for each of your selling locations with sales for the selected date range.
Time Clock Report	Essentials, Retail	Shows the hours worked by your employees, with two view options.
Tips Report	Essentials Light, Essentials, Retail	Reports the total amount of credit card tips declared per employee, per business day. Use this report to identify which employees are receiving the highest and lowest tips. By default, the report includes all employees; however, you can filter the report to display only a specific employee.
Tips	Restaurant	Provides a report of the total amount of credit card tips declared per employee, per business day. Use this report to identify which employees are receiving the highest and lowest tips. By default, the report includes all employees; however, you can filter the report to display only a specific employee.

Exporting reports

Reports available for export will display the export icon in the tools banner and can be downloaded in various formats such as Acrobat PDF, CSV, Excel, PowerPoint or Word Document. Reports downloaded in Excel and CSV formats can be edited and in some cases, used to import data.

To export a report

Click the export tool.
Select the desired format and the report will automatically begin to download.