Reports

Read Detailed Sales, Quick Sales and Summary Reports

Sales Reports split normal sale lines, quick sale activity and summary totals so owners can audit bills without opening every receipt.

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

frontend/modules/salesReport.html, frontend/static/script/js/modules/js/report_sales.js, frontend/static/script/js/core/PosnicPro.js sales report export configuration

Detailed SalesDetailed Sales lists bill id, date, customer, phone, item count, additional discount and total.
Cross-check in Sales HistoryUse Sales History when a report row needs reprint, edit or payment investigation.
Summary connectionDay-End should agree with the same date range after returns and payments are considered.

Sales Report Tabs

TabShowsUse it for
Detailed SalesSale id, date, customer, phone, items, additional discount and total.Checking each bill and expanding line items.
Quick salesAmount-only or quick sale bills with cashier and total quantity.Auditing quick-sale usage and training issues.
Summary DetailsTotals for the selected sales range.Owner review before comparing with Day-End and Payment Reports.

Run Detailed Sales

  1. Open Reports -> Sales -> Sales.
  2. Choose Detailed Sales.
  3. Open filters.
  4. Select date range and branch.
  5. Apply.
  6. Check bill id, date, customer, customer phone, item count, discount and total.
  7. Use the plus icon to expand line items where available.
  8. Open the sale id when the original receipt needs deeper review.

Audit Quick Sales

Quick sales are useful at a busy counter, but they are also the easiest place for unclear descriptions. The Quick sales tab helps a manager see how often staff used quick-sale lines and whether the totals make sense.

  • Compare quick-sale use with the Quick Sale feature switch and shop policy.
  • Investigate repeated vague names such as Misc, Other or Item.
  • If quick-sale rows replace normal catalog items, train staff to scan or search items first.
  • If quick sales are expected, review them with Day-End totals instead of treating them as errors.

Export and Review

  • Export All To CSV pulls report rows for the selected range, not only the visible page.
  • PDF and Excel buttons use the shared report export system where available.
  • Free plan screens can show disabled export buttons.
  • A missing row usually means the date range, branch or sale status is different from what the operator expects.
  • Sales History is the source for reprint, edit and payment actions; Sales Reports are for analysis.

Related Manual Pages

Sales Create a Sale The detailed counter workflow: find or scan items, add quick lines, choose customer, edit cart, take payment, print and verify the sale. Sales Quick Sale Quick Sale is for fast amount entry. Use it carefully because it is not a full stock-controlled catalog workflow. Sales Sales History Sales History is the after-sale control surface for lookup, reprint, payment settlement and correction workflows. 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 Payment Reports Payment Reports explain how money was collected. They separate payment method totals from individual sale and return payment transactions.