Create a report

Reports generated from POS terminals only reflect sales transactions and are mainly used to track a business’s revenue. These reports allow monitoring of every transaction that takes place at the point of sale. Through these reports, businesses analyze sales volume, popular products, revenues, and other important indicators.

To view the report, go to the top menu on the Sales Terminal, tap the “three lines”, and select the “Create Report” button.

💡To see this section, the relevant permission must be enabled in the role permissions.

In the opened window, you can select the relevant options in the fields as desired and generate the report.

Date – The system automatically displays the work start time and the selected date range. You can change the date and time interval as needed.

Terminal – Reports are generated based on the selected terminal. Sales are assigned to the terminal where they were made. For example, if “Terminal 1” is selected, the report will include all receipts opened on “Terminal 1.”

Report type – You can select the type of report. Within the chosen date range, you will see sales based on the selected report type.

Transactions and Accounts:

Transactions – When enabled, financial transactions made in the Cash account on the back office or terminal will be reflected in the report.

Accounts – When enabled, you will only see the cash financial account.

After activating the functions you need, click the “Create Report” button below. It is also possible to print the report. To do this, click the “Print” button in the top right corner.

Cash Shift

By using the Cash Shift Report button, you can view all cash shift reports for the selected date. When you click on any of them, the report will be displayed on the right side.

Updated on: 01/04/2026

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