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Point of Sale App Reports

May 7, 2024

Description

How to run Shift Summary, Store Summary and Hourly Sales reports in the Point of Sale app

What's in this article?

To help you track your business activities, employees with the proper user role can access reports at the POS.

Point of Sale app screen for accessing the Shift Summary, Store Summary, and Hourly Sales reports

To view reports in the Point of Sale app

  1. From the Point of Sale app slide-out menu ☰,  tap Reports.
  2. Select one of the following reports:
    Descriptions of the Shift Summary, Store Summary, and Hourly Sales reports
    ReportDescription
    Shift SummaryBoth open shift reports (X-reports) and closed shift report (Z-reports). Shift Summary includes sales, pay in/out and a breakdown of store functions completed, for example, no sale and price override.
    Store SummaryThe Store Summary report combines all of the shifts in a store to show you an overview of the business in a given period of time. Both of the report types above can be run for today, yesterday, or a custom date range. (The Shift Summary report uses the date the shift was opened when finding shifts that match your selected date criteria. The current open shift for that device will always display first in the list.) The reports can be viewed onscreen and/or printed to the receipt printer.
    Hourly SalesThe Hourly Sales report uses data from all devices in the store to provide quantity of transactions, labor hours, net sales etc. broken down by hour or half hour.
  3. Filter the report as needed.
  4. Tap Done. The report will appear on the screen.


 immaterially updated - standardization

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