Sales Reports

Step-by-step instructions

1. 1 Open P.O.S. Reports

   In the left sidebar, click Point of Sale → P.O.S. Reports. The reports page loads with date range controls and report type tabs (they wrap so every tab stays visible, including Accounting / QB).

2. 2 Pick a date range

   Click a preset — Today, This Week, Month to date, Last 30 days, YTD, and more. Or set custom start/end dates. The range applies to every tab, including the Accounting pack.

3. 3 Open Profit & Loss

   Use the Profit & Loss tab for total sales, COGS, expenses, and net profit for the date range. Hub cards at the top summarize the same period.

4. 4 Sales by product, channel, and payment

   Use Sales for product rollups. Use Sales by Channel for counter vs ExtraCoins vs CDX vs auction revenue. Use Payment Methods for cash vs card vs check/Zelle. Each tab has a chart and CSV/PDF export.

5. 5 Run a Tax report

   Select Tax Collected. You get a period summary (taxable vs non-taxable sales), tax by day, and a sample of sale lines. Click Export CSV for the full line-level detail for your accountant.

6. 6 Run Staff Performance report

   Select Staff Performance to see sales and buys attributed to each employee. Compare counter staff performance and verify PIN usage.

   

7. 7 Check the POS Dashboard for quick totals

   For a fast morning glance without running a full report, open Point of Sale → P.O.S. Dashboard. The top cards show today's sales, today's buys, and inventory value.

   

8. 8 View individual transactions

   For line-by-line detail, open Point of Sale → Transactions (opens in a new tab). Filter by date and type (sales or buys). Click any transaction to see full line items.

9. 9 Export to CSV

   On any report result page, click Export CSV in the top right. Save the file to your computer and open it in Excel or send it to your bookkeeper.

10. 10 Accounting & QuickBooks pack

    Open the Accounting / QB tab (or Go to → search “QuickBooks”). With a range such as Last 30 days, download four bookkeeper files: Sales journal (every sale line with payment, channel, tax, unit cost, COGS, gross profit), COGS detail, Purchases (buy sessions), and Purchase lines (item-level acquisition). UTF-8 CSVs with stable headers for Excel or QuickBooks spreadsheet import — not a live QuickBooks Online sync. On the Sales tab you can also download the full journal (not just product rollup).

    

11. 11 Run reports on a schedule

    Most shops run a Sales Summary every Friday and a Tax report monthly. Export CSV and file with your accounting records. Bookmark the Reports page for quick access.