How to access and print the end-of-day report

This article provides a step-by-step guide to reviewing and printing End of Day reports from the POS and Back Office.

Introduction

The end-of-day report is an important report for retailers to ensure financial control, optimize operations, and make data-driven decisions that support the growth and sustainability of the business. This report provides detailed visibility into sales, payments, and till activity, giving a complete picture of daily performance

Accessing the End of Day report in Back Office

To access this report, navigate to the Reporting page on the dashboard. The opening page will show high level business metrics at a glance.

Scrolling down, the middle of the page highlights the End of Day report with a graph that shows the hourly sales of the day in real time. Hover over any part of the graph and the specific data will pop up. This report helps close out the day by providing the necessary data and information needed about sales, payments, and tills.

Tap onto View End of Day Report to view a detailed analysis of the End of Day sales.

This report defaults to today's date, but the option to adjust the date is available as needed. To change the date, tap the date at the top left of the screen.

Name	Description of Report	Primary Report
Sales Summary	Breakdown of the day in Gross Sales (Items, Bottle Deposits, Discounts and Rewards), Refunds, Net Sales, Tips, Cashback, and Store Gift Cards. This will all add up to Total Payments Expected. If there is a Till Difference, the Total Payment Collected might be different. Any Declined Offline, Payments, and Gift Card Adjustments will be displayed here.	Sales Overview
Cash Summary	Breakdown of the Till, calculating Starting Amount, Cash Payments, Cash Refunds, Cashback, Pay In/Pay Out which helps us calculate the Till Difference and the Net Cash.	Tills
Department Sales	View sales across all products by each department and/or sub department. See the breakdown of the data through Item Quantity, Item Sales, Discounts and Rewards, Bottle Deposit Total, Net Sales, and Gross Margin. Click into them for more detailed reports.	Item Sales
Till Summary	Overview of the till balances for the day.	Tills
Payments by Cashier	Breakdown of payments that each cashier has processed.	Payments
Payments by Register	Overview of payments processed per lane/register.	Payments

💡 Tip - Tap the arrow on any of these reports to navigate to the primary report from which this summary is drawn.

Store Gift Cards

Store Gift Cards are not counted towards overall sales but will show up on this report.

Deposits: Total $ amount of gift cards that were purchased

Redemptions: Transactions that were paid by gift cards

Refunds: Refunds issued to gift cards

Total Card Adjustments: Total $ amount of modified balances & new gift cards that were issued in the back office.

✏️ Note - The ability to print the End of Day report is available on both the back office and POS!

Printing at the Point-Of-Sale

Managers are able to print the End of Day report from the Point-of-Sale by accessing the Reporting mode while logged in.

This report will print the same summaries as the End of Day report in the Back office including:

Sales
Payments
Sales
Department sales
Tills

Alternatively, after logging into the POS as a Manager, the End of Day Report can be accessed by selecting View Reports.

Printing from the back office

Press Print in the top right corner to print the PDF version of the report.