Updated January 04, 2026
POS Reports
POS reports provide valuable insights into your sales performance, inventory movement, cash operations, and business trends. This guide covers all available POS reports and how to use them effectively.
What are POS Reports?
POS reports are analytical summaries of your Point of Sale transactions, providing detailed information about sales, payments, products, customers, and cash operations. These reports help you make informed business decisions and track performance.
Accessing POS Reports
To view POS reports:
- Navigate to Reports module from main menu
- Go to POS Reports or Sales Reports
- Select the type of report you want
- Set date range and filters
- Generate the report
Sales Reports
POS Sales Summary Report
Overview of all POS sales:
- Total Sales: Grand total of all POS sales
- Number of Transactions: Count of sales
- Average Transaction Value: Average sale amount
- Sales by Payment Method: Cash, Card, UPI breakdown
- Sales by Date: Daily sales summary
- Comparison: Compare with previous periods
POS Sales Detail Report
Detailed transaction listing:
- Individual transaction details
- Invoice numbers and dates
- Customer information
- Items sold in each transaction
- Payment methods used
- Tax and discount details
Hourly Sales Report
Sales performance by hour:
- Sales volume by time of day
- Peak hours identification
- Transaction count by hour
- Helps with staffing decisions
Product Reports
Top Selling Products Report
Best performing products:
- Best Sellers: Products by quantity sold
- Top Revenue: Products by revenue generated
- Quantity Sold: Units sold for each product
- Sales Trend: Performance over time
Product Sales Report
Individual product performance:
- Sales for each product
- Quantity sold
- Revenue generated
- Profit margins
- Sales trends
Slow Moving Products Report
Products with low sales:
- Products with minimal sales
- Helps identify inventory issues
- Assists with restocking decisions
Payment Reports
Payment Method Report
Breakdown by payment type:
- Cash Sales: Total cash transactions
- Card Sales: Credit/debit card sales
- UPI Sales: UPI/digital payments
- Other Methods: Additional payment types
- Percentage Distribution: Share of each method
Payment Summary Report
Payment transaction details:
- All payment transactions
- Payment method used
- Amount and date
- Transaction reference
Cash Register Reports
Cash Register Summary Report
Cash operations overview:
- Opening Cash: Starting cash amount
- Closing Cash: Ending cash amount
- Cash Sales: Cash received from sales
- Cash Added/Removed: Cash movements
- Variance: Over/short amounts
- Expected vs. Actual: Reconciliation details
Cash Register Detail Report
Detailed cash register transactions:
- All cash register sessions
- Opening and closing details
- Cash movements during shift
- Variance analysis
- Staff who managed register
Cash Variance Report
Cash discrepancies tracking:
- All register variances
- Over and short amounts
- Date and shift information
- Helps identify patterns
Staff Performance Reports
Sales by Staff Report
Individual staff performance:
- Sales volume by staff member
- Number of transactions processed
- Average transaction value
- Commission calculations (if applicable)
- Performance ranking
Staff Activity Report
Staff transaction activity:
- Transactions handled by each staff
- Transaction times
- Productivity metrics
Customer Reports
Customer Sales Report
Sales by customer:
- Sales to each customer
- Purchase frequency
- Average purchase amount
- Customer lifetime value
- Identifies top customers
Walk-in vs. Registered Customers
Customer type analysis:
- Sales to walk-in customers
- Sales to registered customers
- Comparison of both types
Discount and Tax Reports
Discount Report
Discount analysis:
- Total discounts given
- Discount by type (percentage, fixed)
- Discount by product
- Discount impact on revenue
Tax Report
Tax collection details:
- Total tax collected
- Tax by type (CGST, SGST, IGST)
- Tax by product category
- Tax compliance information
Time-Based Reports
Daily Sales Report
Day-wise sales summary:
- Sales for each day
- Daily trends
- Day-of-week patterns
- Helps identify best days
Weekly Sales Report
Week-wise performance:
- Sales by week
- Weekly trends
- Week-over-week comparison
Monthly Sales Report
Monthly sales summary:
- Total monthly sales
- Month-over-month growth
- Seasonal patterns
- Year-to-date totals
Custom Reports
Custom Date Range Report
Generate reports for any period:
- Select start and end dates
- Compare different periods
- Flexible reporting periods
Filtered Reports
Apply filters to narrow down data:
- Filter by product category
- Filter by staff member
- Filter by payment method
- Filter by customer
- Multiple filter combinations
Report Export Options
Export Formats
Export reports in various formats:
- PDF: For printing and sharing
- Excel: For data analysis
- CSV: For importing to other systems
- Print: Direct printing
Key Metrics to Monitor
- Total Sales: Overall revenue
- Transaction Count: Number of sales
- Average Transaction Value: Sales per transaction
- Cash Variance: Cash discrepancies
- Top Products: Best sellers
- Peak Hours: Busiest times
- Payment Mix: Payment method distribution
- Staff Performance: Individual contributions
Using Reports for Business Decisions
Inventory Management
Use reports to:
- Identify fast-moving products for restocking
- Find slow-moving items for promotions
- Optimize inventory levels
Staffing Decisions
Use reports to:
- Schedule staff based on peak hours
- Identify training needs
- Recognize top performers
Pricing Strategy
Use reports to:
- Analyze discount impact
- Adjust pricing based on sales data
- Identify pricing opportunities
Best Practices
- Regular Review: Review reports daily/weekly
- Compare Periods: Compare with previous periods
- Identify Trends: Look for patterns and trends
- Take Action: Use insights to make improvements
- Share Reports: Share with management/staff
- Export Regularly: Keep historical records
- Customize Views: Create custom report views
What's Next?
After learning about POS reports, you can:
- Generate reports regularly
- Analyze sales performance
- Make data-driven decisions
- Improve business operations
- Track progress over time
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