Reports & money

Run a report

Reports has sales, tax, accounting, inventory, cash and labor reports — pick one, set the dates, and export it to CSV or PDF.

A step-by-step walkthrough with real screenshots · FoolProof POS for alcohol retail

Steps

1. Open Reports from the menu (under Records).
2. Click a report card, or type in the Search box to find one.
3. Pick a date range — Today through All time — or type your own dates.
4. On sales reports, choose Everywhere, In-store or Marketplaces.
5. Click Export CSV for a spreadsheet, or Download PDF for a printable copy.
6. Click All reports to go back to the list.

Good to know

• Sales: Sales summary, All sales, Top products, By category, By tax class, By beverage class, Sales tax by jurisdiction, Excise / ABC volume, By brand, By cashier, By day of week, Peak hours, Units per sale, Product margin, Refunds & voids.
• Accounting: Sales tax, and Accounting summary (with QuickBooks Desktop, QuickBooks Online and Xero files). Inventory: Stock valuation, Reorder suggestions, Negative inventory, Losses & shrink, Stock movements, Item margins. Cash: Closing counts, Register over/short, Adds & payouts. Labor: Employee hours, Clock entries, Tips.
• Tips lists every tip with who earned it — the cashier on a register sale, the driver on a delivery — and when it was paid out. Tick the tips you've handed over and click Mark paid out; Undo payout corrects a mistake. Recording payouts needs the Manage employees permission.
• Explore your data, at the top, lets you group every sale by product, category, brand, cashier, day and more, and save the view as your own report.
• Reports about cost, margin and profit only appear for people whose role can see product costs.
• Sales tax shows reduced-rate food on its own Food (reduced rate) line and the hemp tax on its own line; NET sales tax (less hemp tax) is the figure for the sales-tax return.
• Stock reports show stock right now, so they have no date range.

1. Pick a report

Reports are grouped into Sales, Accounting, Inventory, Cash and Labor. Search narrows the list; Explore your data builds your own view.

123

1. 1Build your own view of every sale.
2. 2Search the reports.
3. 3Click a report to open it.

2. Set the dates and export

Pick a range and the report recalculates over your full history. Export CSV or Download PDF takes the same numbers with you.

1234

1. 1Pick a date range, or type your own dates.
2. 2Everywhere, In-store, or Marketplaces.
3. 3Download a spreadsheet.
4. 4Download a printable PDF.

Related guides

• Choose who sees costs and profit
• See how today is going
• Match card sales to your bank deposits