Sales Report

The Sales Report is a detailed, itemized view of every POS sale recorded in the selected date range. Each order is shown with its line items, payment method, cashier, branch, and discount — matching the spreadsheet-style layout familiar from the legacy POS system.

The report is read-only: it only shows existing sales data and does not create or change any records.

Open it from POS → Sales Report in the sidebar.

Filters

The filter bar runs across the top of the page. All filters are optional and can be combined freely.

Filter	How to use
Start Date	Sets the earliest sale date to include.
End Date	Sets the latest sale date to include.
Branch	Limits results to one branch. Select All Branches to show every branch.
Cashier	Limits results to one cashier. Select All Cashiers to show all cashiers.
Keywords	Multi-select filter by item keyword tags. Start typing to search.
Payment Method	Limits results to one payment method (Cash, GCash, PayMaya, Credit Card, Debit Card, QR Code, Bank Transfer, or Check).
Search Sale # or Order #	Free-text search that matches against the sale number or order number.
Status	Show all statuses, only Processed, or only Void sales.

The Report Table

Each sale appears as a block of rows:

Order header row — shows Sale #, Order #, discount amount, status, payment type, cashier, branch, date, and remarks.
Item rows (one per line item) — shows the product or service name, class, keywords, quantity, unit price, and total.
Order total row — shows the total order amount.

A summary section at the bottom of the table shows:

Summary line	What it means
Total Voided Sales	Sum of all voided orders in the current results.
Total [Payment Method]	Total collected per payment method (one line per method used).
Total Net Sales	Sum of all processed (non-void) orders.
Total Discounts	Sum of all discounts applied to processed orders.
Total Gross Sales	Total Net Sales plus Total Discounts.

Common Tasks

Viewing sales for a date range

Go to POS → Sales Report.
Set Start Date and End Date using the date fields.
The report updates automatically.

Viewing and exporting a single cashier's sales

Set your date range.
In the Cashier dropdown, select the cashier you want.
To download the data, click the Export to Excel button (the spreadsheet icon in the action bar, top-right).

The exported file is named Sales_Report_<CashierName>_<StartDate>_to_<EndDate>.xlsx when a single cashier is selected, and Sales_Report_<StartDate>_to_<EndDate>.xlsx when no cashier filter is active.

Choosing which columns appear

Click the Columns button (the column-grid icon in the action bar).
In the Select Columns dialog, tick or untick the columns you want.
Click Close. The table updates immediately.
To restore the original column set, click Reset to Default inside the dialog.

Default visible columns: Sale #, Order #, Product/Service, Class, Qty, Price, Total, Discount, Status, Payment Type, Cashier, Date, Remarks.

Hidden by default: Keywords, Branch.

Exporting to Excel

Click the Export to Excel button (spreadsheet icon) in the action bar. The button is disabled when there are no results. The downloaded file includes all visible columns, the full order/item structure, and the summary section at the bottom.

Field Reference

Column	Description
Sale #	The internal sale number assigned to the order (shown as the original local ID).
Order #	The display order number.
Product/Service	Name of the sold item or service.
Class	The class portion of the item name (derived from the part after the last " - " separator).
Keywords	Keyword tags attached to the item.
Qty	Quantity sold.
Price	Unit price.
Total	Line item total (price × qty).
Discount	Discount amount applied to the order.
Status	`Processed` for completed sales, `Void` for voided ones.
Payment Type	Payment method(s) used (e.g. CASH, GCASH, CREDIT CARD).
Cashier	Name of the cashier who processed the sale.
Branch	Branch where the sale was made.
Date	Date and time the sale was recorded.
Remarks	Free-text remarks attached to the order, if any.

Analytics Reports — aggregate analytics reports across products, sales trends, people, and operations

Sales Report#

Filters#

The Report Table#

Common Tasks#

Viewing sales for a date range#

Viewing and exporting a single cashier's sales#

Choosing which columns appear#

Exporting to Excel#

Field Reference#

Related Pages#