Reports

Export, Print and Email Reports Correctly

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.

Menu path
Reports -> any report page -> PDF, CSV, Excel, Email, Print
Verified from
Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence

frontend/static/script/js/core/PosnicPro.js reportPages, frontend/static/script/js/modules/js/report_dailysales.js exportCsv exportXls dailyReportPdf dailyReportEmail printDaySlip, frontend/modules/paymentReport.html and other report action toolbars, frontend/modules/settings_write.html Report Email Settings

Shared report actionsMost report pages expose the same PDF, CSV, Excel and Email action row.
Print and slip actionsDay-End adds print and day-close slip behavior for close workflow.
Email settingsReport Email Settings controls SMTP and report recipient behavior.

Pick the Right Output

OutputBest forOperator rule
PDFOwner archive, accountant review or shareable file.Run the report first and keep the same range.
CSVSpreadsheet import and raw data checking.Use Export All To CSV when the report is paginated.
ExcelManager review in Excel.Check that totals match the screen after opening.
EmailSending a report to owner or accountant.Use a valid email and configured report email settings.
PrintPaper review or signature.Choose A4 for full report, thermal slip for close handover.

Export All and Pagination

Many report tables show 5, 10, 25, 50 or 100 rows on screen. The shared report export logic can temporarily request the full selected range for supported reports, export it, and restore the cashier's normal paged view.

  • Do not assume the first visible page is the full report.
  • Use Export All To CSV when the button says Export All.
  • Keep the date range and branch unchanged while exporting.
  • If a CSV looks short, rerun the report and check the total entries count.
  • Free plan restrictions can disable export buttons.

Email a Report

  1. Open the report and set the final date range and branch.
  2. Run or Apply the report.
  3. Click Email.
  4. Enter a valid recipient email address.
  5. Send.
  6. If sending fails, open Manage -> Messaging or Report Email Settings and verify SMTP or cloud email behavior.
  7. Keep a note of the report range and recipient.

Output Discipline

  • Name exported files with branch and date range if the system file name is not enough.
  • Do not edit exported totals manually.
  • If an accountant finds a mismatch, fix the source sale, purchase, return, payment or cash-book entry.
  • Regenerate the report after correcting source data.
  • Keep reports and backup records together for serious audits.

Related Manual Pages

Reports Day-End Summary 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. 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. Settings Messaging Messaging powers digital receipts, credit reminders and campaigns. Provider setup must be tested before cashiers rely on it. Settings Receipt Printing Receipt settings control what prints after a sale and how staff can reprint it.