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Under this sub-tab of Reports, you can display a monthly overview of every transaction which has been going through occurred at the POS at any point, during this timespan.

It allows you to send detailed reports to your accounting team and serves primarily as an overview to check your income on a monthly basis.

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  • Month - Choose a specific month

  • Customer - If you want to narrow down your selection to a specific customer

  • Agent - If you want to narrow down your selection to a specific agent

  • Product - If you want to narrow down your selection to a specific article

  • Product Category - If you want to narrow down your selection to a specific article category

  • Main Product Category - If you want to narrow down your selection to a specific main article category

  • User - If you want to narrow down your selection to a specified user (e.g. Who sold what?)

  • Include Cash Book? - If you want to include your cash book (or not), several options are available:
    - All
    - Register - Only show register-transactions
    - All POS Tickets - All POS-Tickets are shown.
    - POS: Direct Customer Funding (Without Invoice) - Shows you added funds of Customers without a created invoice (this is an option which can be adjusted under POS-Group)
    - POS: Tickets For Desposit - Shows POS-tickets with a deposit (currently not 100% functional)

  • Status - If you want to narrow down your selection to a specified POS-ticket status, you can choose:
    - Pending
    - Success
    - Revoked
    - Failed

  • On behalf - If you want to narrow down your selection to “on behalf of” or your own transactions

  • On behalf - The 2nd option lets you narrow down to a specific seller

  • Amount From and To - The price you want to filter by

  • Without Accounts Receivable - Show only direct payment-types and their associated POS-tickets

  • Text Search - Search for a specified text (this includes categories and articles)

  • Discounted - If ticked, only POS-tickets with a discount are shown

  • Discount Name - If you want to narrow down your selection to a specified discount name
    Note: You can not filter the name of price rules in the POS!

  • Transaction Type - Choose between “Goods Input/Output”

  • Ticket - Search for a specified ticket’s name

  • Status - Enables you to specifically choose filter deleted or not deleted POS-tickets

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