Reports

Use Reports, Day-End Summary and Exports

Reports are the owner's review surface for sales, purchases, stock, customers, payments, tax and close evidence.

Menu path
Reports -> Sales, Purchase, Inventory, People, Money
Verified from
Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence

sidebar Reports menu, salesReport.html, receivingsReport.html, itemReport.html, customersReport.html, paymentReport.html

Sales reportDay-End Summary shows date range, sold items and tender type totals.
Purchase reportUse Purchase reports to review supplier and receiving totals.
Inventory reportInventory reports help owners review item movement and current stock.
People reportPeople reports include customer details and outstanding customer history.
Money reportMoney reports help compare payment labels with real-world settlement evidence.

Pick the Right Report

ReportUse forCompare with
SalesDay-end summary, item totals, tender type and sale detail.Sales History, receipts, register close and payment evidence.
PurchaseSupplier purchases and received stock.Supplier invoice, purchase entry and Inventory Logs.
InventoryItem and stock review.Physical count, item setup, sales, returns and purchases.
PeopleCustomer details and outstanding balances.Customer list, unpaid sales and collection notes.
MoneyPayment method totals.Cash drawer, card/QR/wallet provider statements and bank deposit.

Run a Day-End Review

  1. Open Reports -> Sales.
  2. Set the date range for the shift or business day.
  3. Review item totals and tender type totals.
  4. Compare cash sales with register close.
  5. Compare non-cash labels with external settlement evidence.
  6. Open Purchase, Inventory, People and Money reports for the same period when they affect the close.
  7. Export or print the report evidence required by the owner.

Export and Share Reports

Report screens expose export and print-style actions such as email, PDF, spreadsheet, copy or print depending on the report. Use exports as review evidence, not as backup.

  • Use PDF when the owner wants a readable frozen copy.
  • Use spreadsheet export when the accountant needs to analyze line items.
  • Use print only after date range and filters are correct.
  • Protect customer and financial exports as business records.
  • Use full backup and restore for disaster recovery, not report exports.

Investigate Differences

DifferenceFirst report to openNext check
Cash short or overSales and Money.Register close, refunds, wrong payment labels and cash expenses.
Stock lower than expectedInventory.Sales, returns, purchases and stock adjustments.
Customer says balance is wrongPeople.Sales History, unpaid payments and settlement records.
Supplier total is wrongPurchase.Purchase entry, invoice proof and receiving status.
Tax total is wrongSales and tax-related reports.Item tax setting, Tax defaults and sale date range.

Related Manual Pages

Registers Daily Close A sale is not fully controlled until the register and payment totals are closed and explained. Sales Sales History Sales History is the after-sale control surface for lookup, reprint, payment settlement and correction workflows. Purchase Suppliers and Purchases Purchases bring stock into the shop. Supplier, item, quantity, cost, tax and invoice proof must be controlled before stock is trusted. Customers Customers and Credit Customer records help with phone lookup, repeat sales, credit and outstanding balances, but walk-in sales remain normal.