This article covers:

Please note that these are the reports that are available to a standard basic POS user. We offer more advanced Business Intelligence reports to users subscribed to the Business Intelligence module.

Are you looking for your sales reports specifically for GST-reporting or accounting purposes? Read How do I view sales for accounting and GST-reporting purposes? first!

On your POS iPad device, go to the Reports tab to access your various reports.

Tap the grey date fields to filter which period you want to analyse your sales.
On the Sales by Categories and Top Selling Products reports, you can choose to:

If you filter by session, you are filtering your sales within a certain timespan for each individual day.
e.g. If you filter by session for Monday-Wednesday, 10am-5pm, you're going to get the sales for:
Monday 10am-5pm + Tuesday 10am-5pm + Wednesday 10am-5pm
This will exclude any sales on Monday at 6pm, Tuesday 9am, etc.
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If you filter by period, you are filtering your sales across a certain timespan for a range of dates.
e.g. If you filter by period for Monday-Wednesday, 10am-5pm, you're going to get sales for:
Monday 10:00am-11:59pm + all of Tuesday + Wednesday 12:00am-5:00pm
This will exclude any sales made at exactly 10:00am on Monday and at exactly 5:00pm on Wednesday.
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The visibility of these reports will depend on what user is accessing them and what permissions you have set up.

There are three daily reports you can print from your POS printer when you close your register at the end of the day:

On the Abacus backend, you have access to a larger variety of reports. This article will mention some of the reports that are available to you.

Each report runs from 12:00AM to 12:00AM each day, to encompass a day's operations.

However, if you operate until 3:00AM, for example, you may wish to alter your Start Trading Time so that your report runs from 3:00AM to 3:00AM.

Please note that this is currently only supported in:

The dashboard displays the sales overview of your company, such as:

​Note: The figures relating to labour are based on confirmed shifts in the roster, rather than approved time sheets. This is only applicable for Roster module users.
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In addition, the dashboard displays a graph of sales and temperature against time. At the top of the graph, there are weather icons for each time of day.
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The dashboard also displays a weather forecast for the week, as well as two pie charts representing the top 5 selling products and the types of payments made by customers.
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Go to Reports > Sales Activity to view your sales activity report.

The report includes a graph of the sales by time/day/date (corresponding to day/week/month/range view).

The report also includes the sales by time/day/date information as a list.

You can click on a time/day/date to view the list of invoices from that period (Invoice View).

Click on an invoice number to expand the invoice details.
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In the Compare tab, select your date ranges for Period 1 and Period 2.

The Sales Comparison table will update accordingly. It will also show the change from Period 2 to Period 1, e.g. if you made 10% more sales this week (period 1) than last week (period 2), it will show a change of +10%.

Go to Reports > Top Selling Products to view your top selling products report.

The report includes a full list of your products sorted by quantity sold (which you can adjust to sort by total sales instead).

You can filter the list by date range and product category.
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To view all the products which haven't sold at all, select "Non-Selling Products" instead of "Selling Products".
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Click the arrow button to the left of a product to expand that product's extras (a.k.a. product variants).

There are three kinds of reports you can download:

Go to Reports > Register > Tender Report to to see a breakdown of your sales by tender.

Under All Successful Transactions, you'll see all the tender for orders that were paid for.

As discounts can be created in a number of ways, the way the discount is reported will depend on the way that the discount was made:

Note: Price Triggers are not recorded as discounts.

The tender through which a refund was made will be shown here.
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You can only export a Tender Summary when you are in the Month tab.

This includes a breakdown of your sales into tender type, without discounts or refunds.

Go to Reports > Sales > Sales By Category to view your sales by category report. The report includes a pie chart of all the categories from which products have been sold.
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A table will show the top categories ordered, and their sales.

The Change will show the percentage increase or decrease from Period 2 to Period 1.

Go to Reports > Register > Open Drawer History to view your open drawer history report. The report consists of a list of every time the cash drawer is opened, displaying the staff member who opened it and the date and time it was opened.

See also: