Reports

Run the Day-End Summary and Cash-Up Slip

Day-End Summary is the owner and cashier close report for the selected date range and branch. It ties sold items, tender totals, discounts, tax and shop identity into one review.

Menu path
Reports -> Sales -> Day-End
Verified from
Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence

frontend/modules/dailyReport.html, frontend/static/script/js/modules/js/report_dailysales.js, frontend/static/script/js/core/PosnicPro.js reportPages day-end export support

Day-End SummaryRun the report first, then use print, slip, CSV, Excel, PDF or email actions.
Sales and tender totalsItems, totals and payment split are reviewed before the drawer is accepted.
Report email setupEmail output depends on report email settings or Posnic cloud email fallback.

When to Use It

Use Day-End Summary at cashier handover, shift close or owner close. It is not only a sales table; it is the report that explains what happened at the counter for a selected branch and period.

  • Run it before counting the drawer when a cashier closes a register.
  • Run it after counting when the owner wants a signed handover slip.
  • Run it for the same date range used in register, payment and sales reports.
  • Use one branch at a time when reconciling one physical till.
  • Keep the PDF, CSV or emailed copy when the shop needs an audit trail.

Run the Report

  1. Open Reports -> Sales.
  2. Choose Day-End.
  3. Open the filter panel.
  4. Select the date range and branch.
  5. Click Apply or Run, depending on the visible layout.
  6. Confirm the From and To line matches the close period.
  7. Check the branch name, address, phone and email at the top of the report.
  8. Review item rows, quantity, price, additional discount, tax and total.
  9. Review payment totals against cash, card, UPI or other tender evidence.

Close-Time Actions

ActionWhat it createsUse it when
Print A4Full page report from the on-screen body.The owner needs a paper report or PDF-style print.
Day-close slipNarrow thermal cash-up slip.A cashier signs or hands over a short till slip.
CSVSpreadsheet-ready export of report rows.The accountant wants raw report data.
ExcelWorkbook-style export.The owner reviews the report in Excel.
PDFDownloadable report file.The shop stores digital close evidence.
EmailReport sent to an entered email address.The owner is remote or the report must be shared immediately.

Before Printing or Emailing

  • Run the report first; print and export actions use the report already shown.
  • If printing to thermal, confirm Receipt Printer or Hardware Manager has the correct printer.
  • If emailing, configure Report Email Settings or confirm cloud email is allowed.
  • If no data appears, check branch and date range before assuming sales are missing.
  • Keep the exact report period in the close note so the report can be recreated.

Numbers to Reconcile

FigureCompare withIf it differs
Total salesSales History and payment report.Look for returns, deleted test bills or wrong date range.
Items soldSales report item rows and stock logs.Check held bills, quick sale lines and item edits.
Payments receivedPayment report and register close.Check partial/unpaid bills and split payment method labels.
Cash totalPhysical drawer count.Investigate cash in/out, opening float and unpaid sales.
Tax totalTax report or Tax Summary.Check item tax setup and inclusive/exclusive tax rules.

Related Manual Pages

Reports Sales Reports Sales Reports split normal sale lines, quick sale activity and summary totals so owners can audit bills without opening every receipt. Reports Payment Reports Payment Reports explain how money was collected. They separate payment method totals from individual sale and return payment transactions. Reports Export, Print and Email Report exports should preserve the same range and branch the operator reviewed on screen. Posnic uses shared PDF, CSV, Excel, print and email behaviors across report pages. Registers Daily Close A sale is not fully controlled until the register and payment totals are closed and explained.