Reports & Analytics

POS Pro includes a comprehensive reporting dashboard to help you track sales performance, analyze trends, and make data-driven decisions.

Accessing Reports

1. Log in to your admin panel
2. Go to POS > Reports
3. The reports dashboard displays with default date range

Report Dashboard

The reports dashboard provides an overview of your POS sales performance.

Date Range Filter

Filter reports by date range:

1. Click the date picker at the top
2. Select a preset range:
   • Today
   • Yesterday
   • Last 7 days
   • Last 30 days
   • This month
   • Last month
3. Or select custom start and end dates
4. Click Apply to update the reports

Key Metrics

The dashboard displays these key performance indicators:

Metric	Description
Total Sales	Total revenue from all POS orders in the period
Order Count	Number of orders processed
Average Order Value	Total sales divided by order count
Items Sold	Total number of items sold

Sales by Payment Method

View how customers are paying:

Payment Method	Amount	Percentage
Cash	$X,XXX	XX%
Card	$X,XXX	XX%
Bank Transfer	$X,XXX	XX%
Other	$X,XXX	XX%

This helps you understand:

• Which payment methods are most popular
• Cash flow patterns
• Card processing volume

Top Selling Products

View your best-performing products:

1. Product name and image
2. Quantity sold
3. Revenue generated
4. Percentage of total sales

Use this to:

• Identify popular items
• Ensure stock availability
• Plan promotions
• Optimize product placement

Sales Over Time

A chart showing sales trends:

• Daily view: Sales for each day in the period
• Trend line: Shows sales direction (up/down)
• Peak days: Identify busiest days

Reading the Chart

• X-axis: Date/time
• Y-axis: Sales amount
• Bars/lines: Sales volume per period

Understanding Your Data

Total Sales

Includes:

• All completed POS orders
• All payment methods
• Before refunds

Excludes:

• Cancelled orders
• Pending orders
• Online (non-POS) orders

Order Count

Counts:

• Each completed checkout as one order
• Orders with multiple items count as one

Average Order Value (AOV)

Calculated as:

AOV = Total Sales / Order Count

Higher AOV indicates:

• Customers buying more items
• Higher-priced items being sold
• Successful upselling

Exporting Reports

Available Export Options

1. Click Export button
2. Choose format:
   • CSV (for spreadsheets)
   • PDF (for printing)
3. The report downloads to your device

What's Included in Exports

• All visible metrics
• Date range
• Payment method breakdown
• Top products list

Using Reports for Business Decisions

Inventory Planning

Use top products report to:

• Stock popular items adequately
• Identify slow-moving inventory
• Plan seasonal purchases

Staffing Decisions

Use sales over time to:

• Identify peak hours/days
• Schedule staff accordingly
• Plan shift coverage

Payment Processing

Use payment method breakdown to:

• Negotiate card processing rates
• Decide on payment terminal needs
• Plan cash handling procedures

Marketing & Promotions

Use sales data to:

• Measure promotion effectiveness
• Plan future promotions
• Identify slow periods for sales

Comparing Periods

Compare performance across time periods:

1. Run report for current period
2. Note key metrics
3. Change date range to comparison period
4. Compare the metrics

Example Comparisons

• This week vs. last week
• This month vs. same month last year
• Before and after a promotion

Register Reports

View cash register shift history:

1. Go to POS > Registers
2. See all closed shifts with:
   • User name
   • Shift duration
   • Starting/ending cash
   • Variance amount
   • Notes

Shift Analysis

Use register reports to:

• Track cashier performance
• Identify variance patterns
• Audit cash handling
• Investigate discrepancies

Troubleshooting Reports

No Data Showing

Possible Causes:

• No orders in selected date range
• Filters too restrictive
• Permission issues

Solutions:

1. Expand the date range
2. Check filter settings
3. Verify you have Reports permission

Incorrect Totals

Possible Causes:

• Refunds not accounted for
• Orders still pending
• Data sync delay

Solutions:

1. Check for pending orders
2. Refresh the page
3. Wait for data to sync

Export Not Working

Possible Causes:

• Browser blocking downloads
• Large data set
• Server timeout

Solutions:

1. Check browser download settings
2. Reduce date range
3. Try a different export format

Permissions

Report access requires the Reports permission:

1. Go to Users > Roles
2. Edit the role
3. Enable POS Pro > Reports
4. Save changes

Best Practices

Regular Review

• Check daily reports before closing
• Review weekly for trends
• Monthly analysis for planning

Data-Driven Decisions

• Base staffing on sales patterns
• Order inventory based on product performance
• Plan promotions during slow periods

Record Keeping

• Export monthly reports for records
• Keep reports for tax purposes
• Track year-over-year trends