Review store sales and register reports

See counter sales by register, cashier, hour or item, check cash drawer variances and closeouts, and search every sale, receipt, return and cash movement.

In the sidebar, open Sales & Billing, then Counter Sales (POS), then Register Reports. The page address is /pos/reports. The page heading reads Store operations and reporting.

Before you start

• Each section needs its own permission (sales, receipts, returns, registers, cash, approvals). A section you cannot see is hidden rather than empty.

Steps

1. Under Filters, set the two dates for the period you want, and narrow to one branch with All branches or one register with All registers. Press Reset to clear them.
2. Read the four totals: Net Sales, Returns, Cash Variance and Pending Approvals.
3. Under Sales Performance, pick how to break sales down: By Store, By Register, By Cashier, By Hour, By Item or By Category. The table shows count, gross and discount for each row.
4. Check Cash Variance for any register session that closed over or short, and Store-Day Closeouts for the counted cash, cash sales, drops and no-sale opens of each session.
5. Check Operational Exceptions for failed payments, declined approvals, unusual closeouts and no-receipt returns.
6. Under Operational History, pick the History type (Sales, Receipts, Returns, Exchanges, Register Sessions, Cash Movements or Manager Approvals), type into Search reference number, customer, register, or note, and press a row to see it. Press Export CSV to download the list for a spreadsheet.

What you see

• Control Reports groups the audit views: Tax Summary, Return Reasons, Discount Overrides and Manager Approvals.
• Pressing a sale in Operational History fills Sale Detail with its lines, tenders and receipt. From there, Open receipt jumps to the receipt and Start return / exchange begins a return.
• The Lane, Receipts and Returns buttons at the top jump to the other POS pages.
• Saved views keep a date range and filters you use often.

If something looks different

• The totals are all zero: no register has taken a sale in the selected dates or branch. Widen the dates.
• Cash Variance shows no rows: no session closed over or short in this period. That is good news.
• Export CSV is greyed out: the history list is empty. Widen the dates or change the History type.

Open POS Reports