POS Reports Guide¶
Use POS reports to answer a specific operational question. Choose the report first, set the correct business date or date range, select Generate, and confirm the report heading and dates before reading, printing, or sharing it.
An empty report may be correct. Recheck the date, filters, outlet/store, and report type before treating it as missing information.
Available POS reports¶
Sales reports¶
| Report | Use it to |
|---|---|
| Sales | Review bills, customers, cashier/waiter, items, totals, payments, paid amount, and balance across a period |
| Daily Report | Review one business day's bills, item counts, discounts, paid amounts, refunds, sales amounts, receipts, and status |
| Product Sales | Review quantity, average price, average cost, tax collected, sales amount, total cost, and profit by product |
| Sales on Credit | Review bills completed on credit, including customer, cashier/waiter, total, paid amount, and balance |
| Orders | Trace orders by ID, waiter, table, store, items, total, and date |
The Sales report can be narrowed by product group or cashier when those filters are displayed. Product Sales can be narrowed by store and product group. Orders can be narrowed by store.
Sales Insights opens the charted view of the same sales data. Use it to read trend and comparison at a glance; use Sales when you need the bill-level lines behind a figure.
Discount reports¶
| Report | Use it to |
|---|---|
| Complementary Bills | Review bills completed through an approved 100% discount, including items, comments, cost, total, and responsible users |
| Discounted Bills | Review discounted bills, comments, original amount, discount, paid amount, balance, and responsible users |
Use Complementary Bills to verify a zero-total complimentary transaction. No payment should be entered for a bill completed through the authorized 100% discount workflow.
Summary reports¶
| Report | Use it to |
|---|---|
| Cancelled Bills | Review cancelled/refunded bills, reasons, items, totals, payments, responsible users, and date |
| Cashier Summary | Reconcile each cashier's totals by payment method, total paid, unpaid amount, and credit |
| X Report | Review the current open trading period without closing it |
| Z Report | Review the saved closing report for a completed business date |
Generating X and Z reports requires Supervisor role or above in the validated permissions. Follow the authorized closing procedure. New Day cannot proceed while there are pending bills or pending orders.
Payment reports¶
| Report | Use it to |
|---|---|
| Payments | Trace each payment by date, original amount, recorded amount, bill ID, comment, method, and user |
| Room Bills | Review bills posted to rooms, including guest/customer, cashier/waiter, room, items, total, and date |
Personal report¶
My Shift shows the signed-in user's bill-level activity, payments, paid amounts, balances, and dates. It is useful for reviewing the user's own work, but it is not the sole tender record. In the validated environment, waiter-created bills paid by a cashier were omitted from that cashier's My Shift.
Run a report safely¶
- Open Reports and choose the report that answers the question.
- Set the business date or date range. Add cashier, payment method, store, or group filters only when needed.
- Select Generate once.
- Confirm the title, dates, and active filters.
- Check record IDs and totals before copying, printing, or sharing.
- If the report is empty, remove unnecessary filters and recheck the business date before escalating.
Reconcile cashier tender¶
- Check Pending Bills and account for every open bill.
- Generate Cashier Summary for the correct period and cashier.
- Compare each payment-method total with the physical or external tender.
- Generate Payments for the same period. Match individual rows to the summary using bill ID, amount, method, and user.
- Use My Shift for supporting bill-level review only.
- Record and escalate any difference before handover or New Day.
Review an exception¶
- Cancellation/refund: match the bill in Cancelled Bills, then reconcile any paid reversal with Cashier Summary and Payments.
- Complimentary: confirm the bill in Complementary Bills, its authorized reason/comment, zero final amount, and absence of payment.
- Discount: use Discounted Bills to confirm the bill and discount amount.
- Credit: use Sales on Credit to confirm the named customer and balance.
- Room posting: use Room Bills to confirm the room and customer/guest.
- Order question: use Orders to confirm waiter, table, store, items, and ID.
X Report, New Day, and Z Report¶
- Resolve every pending bill and pending order.
- Reconcile Cashier Summary and Payments with actual tender.
- Generate X Report and compare the current-period figures.
- Stop if reports or tender do not agree.
- Obtain closing approval and complete New Day once with a useful note.
- Confirm the working date advances.
- Generate Z Report for the date that was closed.
X Report is a review of the open period. Z Report is the saved close for a completed date. Neither replaces Cashier Summary or the Payments report.
Before sharing a report¶
Confirm the recipient is authorized. Reports can contain customer, room, payment, staff, price, cost, and profit information. Share only the necessary report and period through the approved channel.