Reports on the register app
Reports on the register app
Section titled “Reports on the register app”The register app has a short set of reports for checking the day without leaving the till. For the full set, with exports, use the web admin. See Reports overview.
Open the reports
Section titled “Open the reports”Select Reports in the app menu. You’ll see it if your role has the View reports permission. Managers and admins always do. If your plan doesn’t include reports, the app says “Your plan does not include reports.”
The Reports screen lists five reports. Select one to open it, and use the back arrow to return.
| Report | What it shows |
|---|---|
| Sales summary | “Gross/net sales, transactions, ATV, margin” |
| Payments | “Tendered by type, cash change, surcharge, rounding” |
| Tax | “Taxable base, tax collected, effective rate” |
| Products | “Top sellers by revenue, qty, or margin” |
| Inventory | “Movements over time + live on-hand valuation” |
The app doesn’t have the Customer, Register, Stock movements or Email reports. Those are web only.
Filters
Section titled “Filters”Every report has the same bar at the top, and it updates the report as soon as you change something. There’s no Apply button.
- This outlet and All outlets: shown when the device is set up for an outlet. The report starts on This outlet.
- Date: the chips Today, Yesterday, Last 7d, Last 30d and This month, or the last chip to pick a start and end date. Reports open on Last 30d.
- Group by: how rows are split. The choices depend on the report.
- Compare to: No comparison, Previous period or Previous year. Rows then show how much each figure changed.
- Sort by: on the Products report only.
The app works out “today” from the date on the device, so keep the device date and time correct. The web reports use your store’s time zone.
Above the table, “Data as of” and a time tells you how fresh the numbers are. It reads “Data as of: n/a” when there isn’t one.
What each report shows
Section titled “What each report shows”Sales summary
Section titled “Sales summary”Group by Day (the default), Week, Month, Outlet, Cashier, Register, Source or Hour. Columns: the grouping, Gross sales, Returns, Net sales, Transactions, ATV, Discount rate and Margin %. A totals row ends the table. Grouped by Hour, Discount rate and Margin % aren’t shown.
These figures mean the same as in the web Sales report. ATV is the web report’s AOV: net sales divided by the number of sales.
Payments
Section titled “Payments”Group by Payment type (the default), Day, Week, Month or Outlet. Columns: Group, Tendered, Cash tendered, Cash change, Payment count, Payment mix %, Surcharge, Cash discount and Rounding.
Tendered is payments minus refunds. Cash tendered is the cash handed over, and Cash change is the change given back. The web Payment report shows the same figures in a different layout and doesn’t have Cash tendered or Cash change.
Group by Tax (the default), Day, Week, Month or Outlet. Columns: the grouping, Rate (when grouped by tax), Taxable base, Tax collected and Effective rate (tax collected as a share of the taxable base). The app doesn’t have the web report’s Tax removed and Below exemption columns.
Products
Section titled “Products”Group by Product (the default), Category or Brand. Pick Sort by Revenue, Quantity or Margin %, and Show top 10, 25, 50, 100, 200 or 500 (50 is the default). Columns: the grouping (a product shows its SKU), Net sales, Units sold, COGS and Margin %.
Only the top rows show, but the totals row covers the whole range. A line above the table says so. Products with no cost saved count as a cost of $0.00, so their margin looks too high.
Inventory
Section titled “Inventory”Two tabs:
- Movements: group by Day (the default), Product, Movement type, Week, Month or Outlet. Columns: Group, Qty moved and Movement value.
- Valuation: a live count of stock now. Group by Product (the default), Category, Brand or Outlet, with This outlet or All outlets. Columns: Group, On-hand qty and Value, with a Total row. It has no date.
If a report won’t load
Section titled “If a report won’t load”- “Could not load report” with Retry: check the connection and select Retry.
- “No data for this range. Try adjusting the filters.”: nothing sold in that range or outlet. Try Last 30d or All outlets.
- You don’t see Reports: ask an owner or manager to give your role the View reports permission.