Report

Here's a guide for using the Cashier Report page

Main Menu of Cashier Report

1. Open the "Report" menu in the cashier application

2. There are 2 main menus:

   • Sales: To view sales transaction reports

   • Cashier: To view cashier activity reports

Sales Report Menu

1. Select "Sales" menu, 3 sub-menus will appear:

   • Date Summary: Displays sales reports by date

   • Product Summary: Displays sales reports per product

   • Customer Summary: Displays sales reports per customer

2. Common features in each report:

   • Date filter: Click calendar icon to select date range

   • Export Excel: Click three dots icon (⋮) then select "Export Excel"

   • Data limits: Free users can only view top 10 data

   • Synchronization: Data will automatically sync with server

Cashier Report Menu

1. Select "Cashier" menu

2. Contains sub-menu:

   • Date Summary: Displays cashier activities by date

Detail of Each Report

1. Date Summary:

   • Shows total transactions and amounts per date

   • Can view number of transactions occurred

2. Product Summary:

   • Displays SKU, product name, and category

   • Records quantity sold and total sales

3. Customer Summary:

   • Shows customer name and contact

   • Records number of transactions and total purchases

Note: To access Excel export feature and view more than 10 rows of data, a Pro account is required.