Use the Detailed Sales report to see details related to sales, refunds, registers, and safes on the POS app.
Prereuisites:
- Modern POS App Build: 8.0.1 or later
- Platform Support: iPhone & iPad
- Offline Support: No
View Detail Sales Reports in the POS App
View sales data, filter reports by order type, and change the data range for data to see in the Point of Sale (POS) app.
Configure and Setup Point of Sale CMS for Reports
- Edit a layout or hamburger menu. This deep link can't be configured as one of the tabs on the Home Page on CMS.
- Using the deep link picker on the right menu, go to .
- Set and save your changes.
POS App Flow for Viewing Reports
The store associate can view the Detailed Sales Report data by selecting the deep link configured in CMS. The report will show details related to sales, refunds, registers, and safes.
For a comprehensive list of all sales-related terminology, see Sales Reporting Glossary of Terms.
By default, the app shows the data for the current day. However, the store associate can change the date range using the filter at the bottom of the screen.
For app builds 10.5.1 or greater, the report can be filtered by order type:
- : filters sales metrics for in-store purchases and refunds for in-store returns
- : filters sales metrics for endless aisle purchases and refunds for returns from endless aisle orders.
- : filters sales metrics for mixed cart purchases and refunds for mixed cart returns
- : Filters refunds for items returned in-store that were originally purchased online
The data can be printed on the receipt by tapping Print Report at the bottom of the screen. The app will print the receipt on the printer connected to the POS app.