Understanding POS Reports
The POS reports give you clear visibility into your retail performance — from daily takings to product-level analysis.
Accessing POS Reports
- Go to POS from the sidebar
- Click Reports at the top of the page
- Select a date range to filter the data
Daily Sales Summary
The daily summary shows:
- Total sales — gross revenue for the day
- Number of transactions — how many sales were processed
- Average transaction value — total sales divided by number of transactions
- Payment breakdown — cash vs. card vs. split payments
- GST collected — total GST from the day's sales
Product Performance
The product report shows which items are selling best:
- Top sellers — products ranked by quantity sold
- Revenue by product — which products generate the most income
- Category breakdown — sales by product category
- Low stock alerts — products that need restocking
Hourly Sales
See when your busiest periods are:
- Sales by hour — a chart showing transaction volume throughout the day
- Peak hours — highlighted automatically so you can plan staffing
Cash Reconciliation
At the end of each day:
- Go to POS → End of Day
- Enter the actual cash in your register
- OneBookPlus compares it to the expected amount based on recorded sales
- Any variance is highlighted for investigation
Exporting Reports
All POS reports can be exported as CSV for further analysis or accounting:
- Set your desired date range
- Click Export in the top-right corner
- Choose the report type to export
Connecting to Accounting
POS sales automatically feed into your Accounting dashboard. Daily revenue from POS appears in your monthly ledger and financial summary.
**Tip:** Check the daily sales summary at the end of each trading day and run cash reconciliation to catch any discrepancies early.