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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.

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.

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.

Under the summary you’ll see one row for every closed End of Day in the range, most recent first. Each row shows:

ColumnWhat it shows
DateThe date the day was closed.
Opening FloatThe starting cash drawer amount.
Closing FloatThe amount counted at close.
Total SalesTotal sales for the day.
CashCash portion of sales.
CardCard portion of sales.
TipsTips collected that day.
VarianceClosing float minus the expected cash (opening float + cash sales + cash in – cash out).

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 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.

  • 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.