---
title: Understanding the Reports tab in Otto
description: Learn how to use Otto Reports to review sales, purchases, Stripe payouts, deposits, transaction details, and export your order data.
---
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2. [Reporting & Analytics](https://know.ottooptics.io/knowledge-base/reporting-analytics?hsLang=en)
# Understanding the Reports tab in Otto
## The Reports tab gives you a detailed view of your clinic’s sales, payments, purchases, and—when using Stripe—bank deposits.
There are three main reporting tabs: **Sales, Transactions, and Purchases**.
### Sales
The [**Sales**](https://app.ottooptics.io/reports/) tab shows transactions processed through Otto.
You can adjust the **date range and location filters** to review a specific reporting period. The totals displayed will update based on the filters you select.
Information includes:
- Subtotal and total sales
- Discounts and promotions
- Rebates
- Insurance
- Shipping
- Taxes
- Refunds
- Prescribing doctor, when added
- Location
You can also **export the report to CSV or Excel** for further analysis.
**Stripe users:** The Sales report also includes credit card fees, net deposit amounts, and deposit dates.
**Tip:** If you don't see the sales you're expecting, check the **date range first**. Reports may open using your previously selected reporting period.
---
### Transactions
#### 1. Stripe Users
- The [**Transactions**](https://app.ottooptics.io/reports/transactions/) tab helps you reconcile Otto payments with the deposits reaching your bank account.
- Use the date filters to find a specific payout.
- Each row represents a deposit. Click the **magnifying glass** beside a deposit to see the individual patient transactions included in that payout.
- If several patients purchased within the same payout period, you'll see each applicable transaction listed within the deposit breakdown.
- You can also export this information for your records.
#### 2. Global Payments Users
- Detailed payout and transaction-fee information is not displayed within Otto for Global Payments users.
- Log into the [**OpenEdge Portal**](https://openedgeview.paygateway.com/) to review your full deposit and fee details.
---
### Purchases
The [**Purchases**](https://app.ottooptics.io/reports/purchases/) tab provides a record of **all entered orders**, regardless of how the patient paid.
This includes orders where payment was processed through Otto as well as orders using another payment method.
Information includes:
- Subtotal
- Shipping and handling
- Tax
- Total sale amount
- Refunds
- Patient receipt
This is useful when you want a broader picture of the orders entered through Otto rather than specifically reviewing payment transactions.
---
### Need a Full Export of Your Orders?
For a more detailed order-level export, go to the **Order Log** instead of Reports.
1. Go to **Orders**.
2. Change the status filter to **All**.
3. Adjust any other applicable filters.
4. Click **Export**.
5. Choose your export type.
1. **Orders Only:** Provides one row per order, summarizing the details.
2. **Orders + Order Lines:** Provides one row per product within an order, showing the individual products ordered.
Your export may also contain historical orders included through a data migration. The **Source** field can help you distinguish between uploaded historical data and orders entered through Otto.
---
#### Which Report Should I Use?
| If you want to see... | Use |
| --- | --- |
| Sales and transaction details | [**Sales**](https://app.ottooptics.io/reports/) |
| Stripe deposits into your bank | [**Transactions**](https://app.ottooptics.io/reports/transactions/) |
| All entered purchases regardless of payment method | [**Purchases**](https://app.ottooptics.io/reports/purchases/) |
| A complete order-level dataset | **[Orders](https://app.ottooptics.io/orders/)\> Export** |
| Individual products within each order | **[Orders](https://app.ottooptics.io/orders/)\> Export \> Orders + Order Lines** |
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- [Rebates & Promotions](https://know.ottooptics.io/knowledge-base/rebates-promotions?hsLang=en)
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