Reports

On the Reports screen you create the main reports and sales reports directly at the register — for example a current balance report when handing over the shift, or a daily report at the end of the day. A report is created for the cash register you are working on, so reports can be created only on a device registered as a cash register.

More detailed reports for longer periods, with export to Excel, are created in Administration (see Receipts and Reports).

Availability

The Reports item is available to employees whose user group has the Allow cash register management permission.

Creating a report

1. Open Reports and click a report.
2. Choose the Period: Shift, Today, Yesterday or By date (then enter the Start date and End date). Only the periods that apply to the chosen report can be selected. Some reports also ask for additional data — for example a buyer or items.
3. Click CONFIRM. The report is shown on the screen.
4. Click PRINT to print it.

Choosing the report period

The Periodic report and Total sales can also be created for a whole year: choose By date and the year in the Yearly report for the year field (the three previous years are offered; the field is shown only when you are online).

Print, PDF and email

The PRINT button prints the report on the receipt printer. On a computer and on an iPhone or iPad, the app first asks whether to print on the receipt printer — on a computer, NO opens the printer selection. Without a receipt printer, a computer opens the printer selection (the web app opens the browser's print window), while a phone or tablet does not print the report.

The ⋮ menu also offers:

• Save as PDF — the report is saved as a PDF file;
• Send by email — the report is sent as a PDF; the suggested address is the one you used last on this device, or the account's email address.

Both actions require an internet connection.

Report with the PDF and email options

Main reports

Report	What it shows	When to use it
Current balance report	Sales from the start of the day until now.	When handing over the register, or when you check the state during the day.
Daily report	Sales for one day.	At the end of the working day.
Periodic report	Sales for the chosen period.	For a monthly or yearly overview.
Shift report	Sales of the open shift.	Before closing the shift; available while the shift is open.

Current balance report

Sales reports

Report	What it shows	Additional data
Sales in current shift by staff member	Sales and cash of each employee in the current shift — for checking the cash when clearing debts. Available while the shift is open.	—
Total sales	Sales of all items in the period, with the total, discount and amount to pay.	—
Sales by buyer	Sales to the chosen buyer.	Buyer
Sales by staff member	Sales by employee.	—
Sales by inventory item	Sales of the chosen items.	Items
Sales by inventory item category	Sales by category.	—
Sales by inventory item type	Sales of food, drinks and other.	—
Sales and taxes summary by inventory item type	Sales and tax by item type.	—
Sales by sector	Sales by the venue's sectors.	—
Sales by table	Sales for the chosen table.	Table
Sales by inventory item type (sent to room)	Orders charged to a hotel room.	—
Ingredients sales	Consumption of ingredients from the recipes.	—

Sales in current shift by staff member

Availability

• Sales by inventory item type, Sales by inventory item type (sent to room), Sales and taxes summary by inventory item type, Sales by sector, Sales by table and Ingredients sales are available in hospitality.
• Sales by staff member, Sales by inventory item, Sales by sector, Sales by table and Ingredients sales require an internet connection.
• Ingredients sales requires the ingredients module, and Sales by inventory item type (sent to room) requires an integration with a hotel system.

Other reports

The Other group contains:

Report	What it shows
Stock	The current stock of items, by category. There is no period to choose — just click CONFIRM.
Sales at the bar	A daily record of food and drink sales for consumption on the premises (hospitality); you choose the item type.

Stock