Point of Sale Reports
This page describes the buttons, filters and fields of the Point of Sale (PoS) reports: the Default view summarises the tills, and the Users view summarises the users who clocked in and out. For an overview of PoS, see Using Point of Sale Interface.
Buttons Explained
| Button | Description |
|---|---|
| View | Displays a list of PoS entries. |
| View > Arrow | Lists these filters:
Pending, Active and Pending & Active apply to the Default View only. Reset Data Filter: Resets the data filters. |
| Output | Export: Exports the list in .xlsx, .htm or .csv format. |
| Menu | Show Notes (Default View only) Views Settings |
Filters Explained
| Filter | Description |
|---|---|
| Set | Select a date option from the dropdown list, or No Date to show all the records. |
| Arrows | Adjusts the date in the direction of the arrow. |
| Date … To | Enter custom dates. |
| Till | Select from a dropdown list of all PoS tills. |
| User (Users View only) | Select from a dropdown list of users. |
| Status Group Checkboxes (Default View only) | Only entries with statuses that fall within the checked Status Groups appear. If no Status Groups are checked, all the entries appear. |
Fields Explained: Default View
| Field | Description |
|---|---|
| Field Chooser (*) | Add or remove columns. |
| Status | The status of the till session. |
| PoS No. | The system-generated number allocated to the till session. |
| Till | The name of the till. |
| Status Note | Any note entered on the status bar of the till session. |
| Date | The date of the till session. |
| Opened Time | The time that the till session was opened. |
| Opened By | The user who opened the till session. |
| Closed Time | The time that the till session was closed. |
| Closed By | The user who closed the till session. |
| Sales | The sales recorded for the session. |
| Variance (Opened) | The cash difference when the till session was opened. |
| Variance (Closed) | The cash difference when the till session was closed. |
| Created | The date on which the entry was created. |
| Updated | The date on which the entry was last updated. |
| Updated By | The user who last updated the entry. |
 | A submenu with this option:
|
Fields Explained: Users View
| Field | Description |
|---|---|
| Field Chooser (*) | Add or remove columns. |
| ID | The system-generated number allocated to the entry. |
| PoS No. | The system-generated number allocated to the session. |
| Till | The name of the till. |
| User | The user who clocked in. |
| Clock In | The date the user clocked in. |
| @ | The time that the user clocked in. |
| Clock Out | The date the user clocked out. |
| @ | The time that the user clocked out. |
| Hrs | The duration that the user was clocked in. A user is clocked in when they open a till session. A user is clocked out when they close a till session. |
| Sales | The sales recorded for the session. |