Reports
Reports gives you a record of every closed trading day on this register, so you can see what came in, compare against a deposit, and pull a full breakdown for your manager or bookkeeper.
Before you can open Reports, pick your team profile from the prompt. The active operator is shown as a chip at the top of the screen.
Headline figures
Section titled “Headline figures”At the top of the page, five cards summarise the most recent closed day:
- Total Sales — the value of all sales for the day, across cash and card.
- Cash Sales — the portion paid in cash.
- Card Sales — the portion paid by card.
- Tips — total tips taken for the day.
- Cash Variance — the difference between what the drawer should hold and the closing float actually counted. A positive number means over, a negative number means short.
These five figures always reflect the most recent day inside the date range you have selected.
Choosing a date range
Section titled “Choosing a date range”Use the tabs above the summary to change the range:
- All
- 12 Months
- 6 Months (the default)
- 3 Months
- 30 Days
- 7 Days
- 24 Hours
The summary cards and the table below both update to match.
The report list
Section titled “The report list”Under the summary you’ll see one row for every closed End of Day in the range, most recent first. Each row shows:
| Column | What it shows |
|---|---|
| Date | The date the day was closed. |
| Opening Float | The starting cash drawer amount. |
| Closing Float | The amount counted at close. |
| Total Sales | Total sales for the day. |
| Cash | Cash portion of sales. |
| Card | Card portion of sales. |
| Tips | Tips collected that day. |
| Variance | Closing float minus the expected cash (opening float + cash sales + cash in – cash out). |
Downloading a full report
Section titled “Downloading a full report”Tap the download icon on any row to get the full spreadsheet for that day. The workbook includes:
- A sales summary, including totals by server and by payment type.
- A product mix — which items sold, in what quantities.
- Tips taken per server.
- Cash movements for the day — petty cash in and out, float adjustments, register cash in and out.
- Stock warnings that were active at close of day.
Reports closed on older versions of the POS may take a few seconds to build the first time you download them. After that, the file is stored against the day and the next download is instant.
Only one report can be downloaded at a time — the other download buttons are disabled while one is in progress.
If the range is empty
Section titled “If the range is empty”If no End of Day reports have been closed in the range you picked, the list shows No End of Day Reports in this date range. Either widen the range using the tabs, or close a day from the End of Day screen to see it appear here.
Related pages
Section titled “Related pages”- To close a day, see the End of Day workflow under Cash Management.
- For per-shift cash movements, see the Cash Management section of the POS docs.
- For reviewing individual sales and running refunds, see History.