Daily reports give you a summary of all POS transactions — total sales, payment method breakdown, items sold, returns, and discounts applied.

Generating a Daily Report

  1. Click Reports on the POS
    Access the reports section from the POS menu.
  2. Select Date
    Choose today's date (default) or a previous date.
  3. View the Report
    The daily summary shows all key metrics at a glance.

What the Report Shows

SectionDetails
Total SalesGross sales, net sales (after returns), number of transactions
Payment BreakdownTotals by card, cash, and other methods
Items SoldList of items with quantities and revenue per item
ReturnsNumber and total value of returns
DiscountsTotal discounts applied
Cash DrawerOpening float, expected cash, actual count, variance

Exporting the Report

Click Export to download the report as a CSV or PDF. You can also email it to your manager directly from the report screen.

Best practice: Review the daily report at end of day as part of your closing procedures. It helps catch discrepancies early.

Quick Reference

ActionHow
View daily reportPOS → Reports → select date
Export reportReport view → Export
Email reportReport view → Email