Step 1: Open Sale Report under the Revenue section.

Step 2: Select date range & filters

Step 3: Export to Excel(if needed)

The post Common Use Case – Sale Report Tab appeared first on ConnectPOS.

• Purpose: View total and net sales, revenue breakdowns by customer, outlet, cashier, category, and payment method.
  
• How to Use:
  Step 1: Menu > Revenue > Select date range & filters.
  Step 2: Switch between tabs:
  
  • Total Revenue
    
  • Net Revenue
    
  • Revenue by Customer / Outlet / Seller / Category
    
  • Sale Report
    
  • Payment Methods

Step 3: Export via PDF or Excel (Sale Report supports Excel).

Orders Report

Purpose: See details of every order in the selected date range.

How to Use:

Step 1: Menu > Orders > Select date range & filters.
Step 2: Switch between tabs.
Step 3: Export if needed.

Product Report

• Purpose: Track sales performance for each product.
  
• How to Use:
  Step 1: Menu > Product > Choose date range $ filters.
  Step 2: Sort by Quantity Sold or Total Sales.
  Step 3: Export if needed

Tax Report

• Purpose: View taxes collected by date.
  
• How to Use:
  Step 1: Menu > Tax > Set date range.
  Step 2: Export for tax filing or accounting.

The post Report Types & How to Use Them appeared first on ConnectPOS.

• Date Range – Select start & end dates.
• Sales Channel – Choose In Store.
• Outlet – Pick one or multiple outlets.
• Register – Select register(s).
• Order Status – Filter by Paid, Unpaid, Refunded, etc.

The report refreshes automatically after setting filters.

The post Using Reports’ Filters appeared first on ConnectPOS.

• Revenue
• Orders
• Products
• Tax

The post Accessing the Report Page appeared first on ConnectPOS.