Module 5
Daily POS Reports
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
- Click Reports on the POSAccess the reports section from the POS menu.
- Select DateChoose today's date (default) or a previous date.
- View the ReportThe daily summary shows all key metrics at a glance.
What the Report Shows
| Section | Details |
|---|---|
| Total Sales | Gross sales, net sales (after returns), number of transactions |
| Payment Breakdown | Totals by card, cash, and other methods |
| Items Sold | List of items with quantities and revenue per item |
| Returns | Number and total value of returns |
| Discounts | Total discounts applied |
| Cash Drawer | Opening 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
| Action | How |
|---|---|
| View daily report | POS → Reports → select date |
| Export report | Report view → Export |
| Email report | Report view → Email |