XPOS Help Center
en
Language
en English zh Chinese

Use the Report Viewer

Open in
View as Markdown Open in ChatGPT Open in Claude
A

Admin

Last updated on Sep 7, 2026

📈 Use the Report Viewer

On the web app, open any named report, then follow this walkthrough to set the date range and to print, export, or email the result from the viewer toolbar.

📝 Steps

  1. On the web app, open the sidebar REPORTING. This menu is not on the native POS — to print a thermal report from a POS/tablet, use MANAGEMENT → Report instead.
  2. Choose Report Category, then choose Report Name. Picking a category auto-selects its first report. You only see categories and reports your account is allowed to view.
  3. Click the Start Time field to open the picker.
  4. Pick the date from the calendar.
  5. Pick a time from the 30-minute list, or type the value directly as yyyy-MM-dd HH:mm.
  6. Click the End Time field and set it the same way — calendar for the date, 30-minute list or yyyy-MM-dd HH:mm for the time. The default range is today 00:00 through 23:59.
  7. Wait for the preview to refresh. If it does not update on its own, click the toolbar Refresh button.
  8. To download a PDF, click Export on the toolbar and choose PDF.
  9. To download an Excel file, click Export again and choose XLSX (Excel) instead. Your browser's download bar shows the finished file.
  10. To print, click Print on the toolbar to open the print preview / browser print dialog.
  11. To email the report, click Send Email. Fill in To with the recipient, optionally add CC, leave From as the pre-filled [email protected], check Subject (pre-filled as {company name}-{report name}), pick Format (PDF or XLSX), then click Send.
  12. If To is empty or not a valid address, the dialog shows "Email field is required" or "Email format is not valid" — fix it and click Send again.
  13. If a required parameter is empty, the app shows "Please fill in all required parameters before generating the report" — fill in both Start Time and End Time, then try again.
  14. Watch for these notifications: "Report expired, refreshing..." means the session is auto-refreshing, just wait; "Report server unavailable, please try again later" or "Network error, please check your connection and try again" mean you should wait and retry; "Report failed to load, please reopen this page" means close and reopen the page.

💡 Tip: REPORTING is web only. Do not look for this menu on the native POS. If a session expires, let the auto-refresh finish instead of closing the page. Need on-screen charts with no file? Use ANALYTICS — that dashboard does not export.

🎬 Video Guide