Reports
Use Customer, User and Labour Reports
People reports connect shop activity to customers and staff. They help owners review repeat customers, outstanding balances, cashier performance and workforce payout data.
- Menu path
- Reports -> People -> Customer, User, Labour / Payout
- Verified from
- Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence
frontend/modules/customersReport.html, frontend/modules/userReport.html, frontend/modules/labourReport.html, frontend/static/script/js/modules/js/report_customers.js, frontend/static/script/js/modules/js/report_users.js, frontend/static/script/js/core/PosnicPro.js labourreport and shiftWidget report exports
Customer Reports
Customer Reports show customer buying history across a selected range. Outstanding Customers disables normal date filtering because it is a current balance review rather than a historical sales list.
| Tab | Shows | Use it for |
|---|---|---|
| Customer Details | Customer name, phone, number of purchases, returns, average purchase and total purchase. | Repeat-customer review and customer activity. |
| Outstanding Customers | Customers who owe money. | Credit collection and follow-up. |
| Customer detail link | Customer-specific rows and contact context. | Confirming the right account before calling or messaging. |
User Reports
User Reports show staff-linked selling activity. Review them with role permissions, shift records and the close report before using them for performance decisions.
- Rows include user name, number of sales, return amount, profit, average sale and total sale.
- Export CSV when management wants a staff sales file.
- Compare staff sales with register sessions when one cashier used one till.
- Do not blame a cashier from this report alone if users shared one login.
- Require named logins before using User Reports as accountability evidence.
Labour / Payout
- Enable Workforce before relying on Labour / Payout.
- Open Reports -> People -> Labour / Payout.
- Choose Customer or User if the page offers that view.
- Set From and To dates.
- Click Run.
- Review Staff, Shifts, Scheduled Hours, Hours, Tips, Wage and Payout.
- Export Timecards CSV for attendance style review.
- Export Payroll CSV for payout processing.
People Data Rules
- Use real customer names only when the shop needs history, credit or marketing.
- Attach the correct customer at sale time or customer reports will show Walk-in activity.
- Create a user per staff member before staff performance review.
- Keep role permissions aligned with what reports can reveal.
- Review credit reminders from Customer Credit settings before contacting customers.