POS Reports
POS Reports is where you reconcile register sessions and review sales for a calendar range. The screen offers two complementary views: Z reports (sessions)—one row per closed POS session—and Period summary (X)—rolled-up totals and KPI cards for the dates you select.
Figure 1 — Z reports (sessions): list of closed sessions with filters
Screen Elements
Open POS reports (highlighted when active). Shows session and period summaries.
POS reports heading with subtitle explaining Z sessions and period summaries.
Switch between Z reports (sessions) and Period summary (X) before running a report.
Pick start and end dates (e.g. 01/01/2026 – 31/05/2026). All results respect this range.
Quick preset such as Custom Range. Works with the date picker.
Click Run report to load or refresh the table using the current tab, dates, and preset.
Columns: Z Report ID, Business Date, Closed At, Opened By, Closed By. Each row is one closed session.
Use View in the Actions column to open details for that Z report session.
Figure 2 — Period summary (X): aggregated metrics for the selected range
Screen Elements
Select Period summary (X) for calendar-period totals instead of per-session rows.
Same filter pattern: pick a date range and preset (e.g. Custom Range), then Run report.
Click Run report to refresh the summary for the selected range.
Confirms the applied range and context (such as branch) after the report runs.
Count of orders in the period — useful for throughput and comparison to other periods.
Total quantity of line items sold across all orders in the range.
Gross Sales, Total Discounts, Net Sales, and Average Order Value KPI cards. Currency follows your company settings.
Outstanding Buy Now, Pay Later amount for the period — pairs with Company Settings BNPL options.
What each mode is for
Z reports (sessions)
Each row is a closed POS session (a Z-style close). Use this view to:
- Audit who opened and closed the session and when it closed
- Tie business date and timestamps back to shifts or tills
- Drill into a session via View for line-level or tender detail (depending on your build)
Period summary (X)
One aggregated snapshot for the whole date range—similar in spirit to an X / period read. Use it to:
- See orders, items, gross/net sales, discounts, and AOV at a glance
- Monitor BNPL / loaned exposure for the period
- Compare ranges by changing dates and clicking Run report again
How reporting updates
- Data is loaded when you click Run report (not necessarily live while you edit dates).
- Change the tab, dates, or preset, then Run report again to refresh.
- The period view shows a resolved range line so you can confirm exactly what was queried.
Key actions
| Action | How to |
|---|---|
| Open POS Reports | Sidebar → POS reports |
| List closed sessions | Tab Z reports (sessions) → set dates → Run report |
| Open session details | View in the ACTIONS column |
| See period totals | Tab Period summary (X) → set dates → Run report |
| Change calendar range | Adjust the date picker (and preset if needed) → Run report |
Outputs
POS Reports gives you:
- Session list (Z) — Z report IDs, business dates, close times, and open/close users
- Session detail — Via View on a row
- Period KPIs (X) — Orders, items sold, gross/net sales, discounts, AOV, and BNPL outstanding for the range
Related documentation
- Dashboard — Live overview and trends for the same business
- Orders — Source transactions for report figures
- Company Settings — BNPL and company-level options that affect POS behavior