📈 Sales Reports (Daily, Weekly, Payment & More)
Pick the right Sales Report or Stock Report for end-of-day totals, a week rollup, tender recon, turnover, discounts, or popular items — then export it in the Report Viewer.
Before you run this report: the date range is two combined date-and-time fields, Start Time and End Time (default today 00:00–23:59, format yyyy-MM-dd HH:mm). Export (PDF / XLSX), Print, and Send Email are all on the viewer toolbar — see Use the Report Viewer for click-by-click steps.
📝 Steps
- On the web app, open sidebar REPORTING (not on the native POS). How to print, export PDF/Excel, or email is in Use the Report Viewer.
- Set Report Category to Sales Report (or Stock Reports for Fast Moving Items Report — see below).
- Set Report Name to the report that matches your question (names below).
- Set the combined Start Time and End Time fields (
yyyy-MM-dd HH:mm), then wait for the preview. - Use the viewer toolbar to print, export PDF / Excel, or email.
When to pick which report (all under Report Category → Sales Report):
| Open this report | When you need |
|---|---|
| Daily Sales Report | End-of-day totals for a chosen date range |
| Weekly Sales Summary Report | A week rollup |
| Sales by Payment | Tender / settlement recon by payment method |
| Turnover Statement Report | A turnover statement |
| Discount Summary Report | Discount amounts and counts |
Monthly Sales Summary Report is a separate guide (Monthly Sales Summary). It uses this same viewer and the same Start Time / End Time fields — this article does not replace it.
Looking for popular / fast-moving items? Fast Moving Items Report is not a Sales Report — set Report Category to Stock Reports instead, then pick it as the Report Name. It uses the same viewer and the same Start Time / End Time fields.
💡 Tip: All Sales Report reports share one viewer. Change Report Name; do not look for a different menu per report. The ANALYTICS card Monthly Sales is on-screen daily bars for one month and cannot export — the printable month rollup is Monthly Sales Summary Report under REPORTING.