Analyzing Sales with Your POS Summary Report

Overview

The Sales Summary Report is a powerful tool that provides a streamlined view of essential sales metrics. It includes insights such as revenue, units sold, and sales trends for your selected timeframe. With customization options, you can select specific dates and times to thoroughly assess your sales performance.

Accessing the Sales Summary Report

1. To access the report, navigate to the Point-of-Sale settings and select "Sales Summary Report" from the side navigation bar.

Configuring the Report

1. Choose the desired start and end dates for the report using the date selector.

2. Set the start and end times if you wish to view sales data for specific hours.

Report Viewing Details

Key Metrics Displayed:

• Number of Orders: Total orders placed within the selected timeframe.
• Number of Refunds: Total refunds processed.
• Refund, Net Sales, Discounts, Tips, Tax, Total: Financial metrics providing detailed revenue insights.

Payment Type Breakdown:

• View a breakdown of transactions by payment methods to understand payment trends.

Sales Summary by Category

• Analyze sales based on product categories to determine performance in different segments.
• Metrics include the number of products sold and net sales per category.
• Ensure that selected dates encompass periods with sales data to generate meaningful reports.

Troubleshooting Tips

• No Data Available: Confirm that transactions occurred during the selected period. Adjust the dates or check sales records.
• Report Accuracy: Ensure that all transactions, refunds, and discounts are entered correctly at the point of sale.

This Sales Summary Report is an indispensable tool for monitoring business performance, uncovering sales trends, and making well-informed decisions based on detailed sales data analysis.

Updated on: 01/25/2026