Point of Sale Solution Back Office Reports Overview

July 10, 2026

Description

How to create downloadable reports in the Point of Sale Solution Back Office

What's in this article?

Software Plan: Basics | Starter | Growth | Pro

The Point of Sale Solution's cloud-based reporting 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 Excel format.

NOTE:
Report availability depends on your business type and the software plan associated with your merchant account. Access to Location Reports is also determined by employee permissions. If you do not have access to reporting features, contact your administrator for assistance.

*music*
This video provides an overview on all of the reports available in the Point of Sale Solution Back Office.
All reports are generated based on your currently selected location. If you have multiple locations, click Change location, and select the location you want to view to access its reports.
To view reports, select Location Reports from the menu. The available report types include Financial, Inventory, Audit, and Calendar.
Financial reporting provides a comprehensive view of your business performance. Covering sales, transactions, orders, payments, taxes, and gift card activity.
Inventory reporting provides insight into product sales, inventory levels, and overall value. Helping you track performance across employees, registers, and categories.
Audit reporting helps you monitor employee and register activity, including tips, discount, returns, voids, and price overrides to ensure accuracy and accountability.
Calendar reporting provides visibility into scheduled and completed orders, allowing you to track fulfillment details by employee, order, and completion date.
In addition to location reports, time and attendance reporting provides insight into employee hours worked and compensation, including pay rates, overtime, and total wages.
You can run custom reports using sets of filters like date range, employee, register, and search terms.
Reports can then be downloaded to save to your records.
*music*

If needed, use the Change location link on the Back Office Dashboard header to change the location for which you want to view reports.

Change location link on the Back Office Dashboard

Most reports are accessed from the Location Reports menu in the Back Office. Employee time and attendance reports are accessed from the Time & Attendance menu.

Financial reports

Financial reports provide sales, orders, payment type trends, sales by employee information and gift card activity.

Financial report name and description and software plan compatibility
Report Name	Description	Basic	Starter	Growth	Pro
Sales Overview	A summary of sales and payments received at a specific location. It can be a useful tool for understanding cash flow as well as any discrepancies between sales and payments.	Yes	Yes	Yes	Yes
Sales Report	A high-level view of sales and payments for a specific location.	Yes	Yes	Yes	Yes
Transactions	An overview of transactions that have taken place within a specified time period, identified by payment method, transaction type and card brand.	Yes	Yes	Yes	Yes
Orders	Detailed information for completed orders that have taken place.	Yes	Yes	Yes	Yes
Payment Types	A high-level summary of transactions by payment type.	Yes	Yes	Yes	Yes
Taxes	A view of tax information for sales transactions that have taken place.	Yes	Yes	Yes	Yes
Sales by Employee	A view of individual employee sales performance, displaying the quantity of each product sold, discounts applied and the cost.	Yes	Yes	Yes	Yes
Gift Cards Summary	A summary of gift card activity within a specified time period.	No	No	Yes	Yes

Inventory reports

View inventory value and levels, identify best selling items, and manage reorder points.

Inventory report name and description and software plan compatibility
Report name	Description	Basic	Starter	Growth	Pro
Products Sold	Products sold for a specific employee, register, department or category.	Yes	Yes	Yes	Yes
Summary	Total sales for a specific department, category or both.	Yes	Yes	Yes	Yes
Modifiers	Sales by modifier name for a specific employee, register or both.	Yes	Yes	Yes	Yes
Inventory Reorder	Displays items to reorder. Items with inventory tracking enabled automatically appear on this report once their quantity has sold down to their reorder trigger.	Yes	Yes	Yes	Yes
Inventory Value	Provides a snapshot of the financial value of your inventory at the time you view the report.	Yes	Yes	Yes	Yes
Cost of Goods	Sales, cost and net profit per item.	Yes	Yes	Yes	Yes

Audit reports

View discounts, return trends, and employee tip activity.

Audit report name and description and software plan compatibility
Report name	Description	Basic	Starter	Growth	Pro
Employees	Tip and till breakdown for a specific employee, register or both	Yes	Yes	Yes	Yes
Registers	Till activity for a specific employee, register or both	Yes	Yes	Yes	Yes
Price Override	Price overrides by employee	Yes	Yes	Yes	Yes
Discounts	Discounts by employee, register, or both	Yes	Yes	Yes	Yes
Returns	Return and void activity per employee, register, or both	Yes	Yes	Yes	Yes
Voids	Void activity per employee, register, or both	Yes	Yes	Yes	Yes
Tips	Tip information for a specific employee, register, or both, broken out by tip type	No	Yes	Yes	Yes
Batches	A view of all batches processed within a date range. Auto-closed batches display Auto in the Staff field. Manually closed batches display the employee who closed the batch.	Yes	Yes	Yes	Yes

Calendar reports

View orders that are scheduled and completed.

Calendar report name and description and software plan compatibility
Report name	Description	Basic	Starter	Growth	Pro
Scheduled	Orders that are scheduled for delivery or pickup	No	No	Yes	Yes
Completed	Completed orders by employee, order number and complete date	No	No	Yes	Yes

Time and attendance reports

View employee hours, overtime, rates and wages.

Time and attendance report name and description and software plan compatibility
Report name	Description	Basic	Starter	Growth	Pro
Employee Hours	A summary report of the hours worked by date, time, and/or employee.	No	Yes	Yes	Yes
Employee Pay	A summary report of employee's hourly rate, overtime rate and wages.	No	Yes	Yes	Yes