POS Reports
Overview
Generate comprehensive reports on POS sales, transactions, and operations.
Available Reports
Sales Summary
- Total sales by period
- Sales by payment method
- Sales by cashier
- Sales by terminal
Transaction Report
- Detailed transaction list
- Items sold
- Quantities and prices
- Discounts applied
Payment Report
- Payment method breakdown
- Cash received
- Card transactions
- Other payment methods
Inventory Report
- Items sold
- Inventory levels
- Stock movements
- Low stock alerts
Cashier Report
- Sales by cashier
- Transactions per cashier
- Cash handling
- Performance metrics
Discount Report
- Discounts applied
- Discount amounts
- Discount frequency
- Impact on sales
Generating Reports
Step 1: Access Reports
- Go to "Point of Sale" > "Reports"
- You will see the reports page
Step 2: Select Report Type
- Click on the report you want to generate
- You will see the report parameters
Step 3: Set Parameters
- Date Range: Select start and end dates
- Filters: Filter by cashier, terminal, payment method, etc.
- Format: Select report format (PDF, Excel, etc.)
Step 4: Generate Report
- Click "Generate Report"
- Report is generated and displayed
- You can export or print the report
Report Analysis
Key Metrics
- Total Sales: Sum of all transactions
- Average Transaction: Average sale amount
- Transaction Count: Number of transactions
- Payment Methods: Breakdown by payment type
Trends and Patterns
- Identify peak sales times
- Track seasonal trends
- Monitor product performance
- Analyze customer behavior
Performance Metrics
- Cashier productivity
- Terminal efficiency
- Discount impact
- Customer satisfaction
Exporting Reports
Export Formats
- PDF - For printing and sharing
- Excel - For further analysis
- CSV - For data import
- Email - Send directly to recipients
Exporting a Report
- Generate the report
- Click "Export"
- Select export format
- Click "Download" or "Send"
Scheduled Reports
Setting Up Scheduled Reports
- Go to "Point of Sale" > "Reports"
- Click "Schedule Report"
- Select report type
- Set schedule (daily, weekly, monthly)
- Select recipients
- Click "Save Schedule"
Benefits of Scheduled Reports
- Automatic report generation
- Regular monitoring of sales
- Email delivery to stakeholders
- Consistent reporting schedule
Best Practices
- Review sales reports daily
- Monitor key metrics regularly
- Investigate unusual trends
- Compare period-over-period performance
- Use reports for decision making
- Archive reports for audit purposes
Next Steps
After reviewing POS reports: