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Reports on the POS

The POS includes a focused set of reports for the people who actually run a shift — managers on the floor, servers checking their own sales, and back-office staff doing nightly close-out. They're optimized for a tablet and the moment-of-need.

For deeper analysis (week-over-week trends, multi-location rollups, custom date ranges), use the Management dashboards on a laptop instead.

Reports available on the POS​

From the home screen, tap Sales Reports, Menu Reports, or Labor Reports, depending on what you need.

Sales reports​

  • Daily Sales Summary — Today at a glance: net sales, tax, tips, payment mix, voids, comps, and the cash variance from the drawer count. The same report is the backbone of end of day.
  • Service Report — Sales sliced by service mode (dine-in, takeout, delivery, curbside) and by hour. Useful for staffing decisions and rush-hour analysis.

Menu reports​

  • Item Mix — How many of each item sold today, with revenue and percentage of total sales. Shows what's moving and what's gathering dust.
  • Category Mix — The same view rolled up to menu categories. Quickly answer "are we selling more food or more drinks?"

Labor reports​

  • Time Cards — All open and closed time entries for the day, with hours and any break time deducted.
  • Review Shifts — A manager-only view that flags missed clock-outs, long shifts, and other entries that might need attention before payroll.

Per-employee reports​

  • My Sales Report — Each server can see their own sales, tips, voids, and comps from the user menu. Helpful for self-checking before close-out.
  • Shift Review — A summary of the shift you're currently working, including item mix, sales by hour, and any approvals you applied. Available from your user menu while clocked in.

When to use POS reports​

Reach for the POS report when:

  • You're on the floor and need a number right now — sales so far, item mix during a rush, who's still clocked in.
  • You're closing out the night and the daily summary is the last thing you need before locking the safe.
  • A server wants to see their own performance without bothering a manager.

POS reports are scoped to today by default and to this location. They're designed for the operator, not the analyst.

When to switch to Management​

Use Management → Reports on a laptop when:

  • You need a date range longer than today (week-to-date, month-to-date, custom).
  • You want to compare two or more locations side by side.
  • You're looking at deposits or chargebacks (banking-side data lives in Management).
  • You want to export to CSV or share a link with your accountant.

Reports available in Management include Sales Summary, Sales Breakdown, Order Details, Payments, Daily CC Deposits, Card Statement, Cancelled Orders, Chargebacks, Time Entries, Server Checkouts, and OrderUp Invoices. Many of these can be filtered, grouped, and exported in ways the POS reports can't.

Server Checkouts is the back-office twin of the POS Shift Review: a manager settling cash against it at the end of a shift, attributed to whoever actually took the tender (not necessarily whoever owns the ticket). Unlike most Management reports it has no filter panel beyond the date range — a checkout has to reconcile against what a server is physically holding.

Exporting from the POS​

Most POS reports can be:

  • Printed to your receipt printer (handy for the close-out paper trail).
  • Emailed to yourself or to the business owner — tap Email at the top of the report and choose a recipient from the staff list. The email includes a PDF of the report.

For CSV exports, switch to Management. POS reports are designed to be read on the tablet and quickly printed for the file folder; spreadsheet-friendly exports live in the Management dashboards.

A word on accuracy​

POS reports update in near real-time as orders are sent, paid, voided, and refunded. They reflect the data on this device's location. If you have multiple POS devices in the same restaurant, they all read from the same source — so two managers running the same report at the same minute will see the same numbers.

If the numbers ever look wrong, the most common causes are open checks (settle them), unsynced devices (force a refresh from the user menu), or pending refunds (they update once the processor confirms). See Troubleshooting for more.