# Reports

Reports shows what a till, a store or every store sold over a period: the total and how it compares, then cards for payments, products, cashiers, taxes and refunds. Open it from **Reports** in the side menu. Everything is worked out on the device from the orders it has downloaded.

1. Reports opens on today, for every register in your store (on the free plugin, this device's register). For anything else, [choose the period](#dates), then [the store and register](#scope).
2. [Read the sales](#sales): the total and how it compares.
3. For more detail, scroll down to [the cards](#cards) and tap a card's arrow to [open its panel](#panels).

Free and Pro

On the free plugin, Reports shows today on this device's register. [WCPOS Pro](/fr/getting-started/free-vs-pro.md#at-a-glance) opens earlier days, other registers, every store and the closures history.

## Choose the period[​](#dates "Lien direct vers Choose the period")

Open **Reports** and tap the period at the top to open the presets and the calendar.

![The period menu: Today, Yesterday, This Week, Last Week, This Month and Last Month beside a November calendar with the 6th selected, and the Done button](/img/2.x/reports/index/en/tablet-light-regular--r1-2-choose-period.png)12345

1. **Today** and **Yesterday** — one day, compared with the day before or the same weekday last week.
2. **This Week** and **Last Week** — a calendar week. This Week stops at today.
3. **This Month** and **Last Month** — a calendar month. This Month stops at today.
4. **Calendar** — tap a day for that day, or two days for the range between them.
5. **Done** — applies the days you tapped.

If a period is locked

On the free plugin, every period but **Today** carries a lock. Tapping one shows **Earlier days are in WCPOS Pro** with a **See Pro** button.

## Choose the store and register[​](#scope "Lien direct vers Choose the store and register")

Tap the store and register name at the top.

![The store and register menu with a Store group (All stores, AL Store, AL 12345 Store) and a Register group (All registers, Register)](/img/2.x/reports/index/en/tablet-light-regular--r1-3-choose-scope.png)1234

1. **All stores** — every store in one report. It appears only with more than one store.
2. **A store** — one store's sales.
3. **All registers** — every register in the store, and orders taken online.
4. **A register** — one till's sales.

If a store or register is locked

On the free plugin, the store and register you're signed in to are the only ones you can open. The others carry a lock, and choosing one shows **Other registers are in WCPOS Pro** (or **Other stores**, or **All stores**) with **See Pro**.

Two buttons beside the period narrow the figures further. Tap **Everyone** to choose a cashier from those who have signed in on this device. On the Cashiers card, a cashier who never has shows as a number, such as **#8**. Tap **Completed & processing** to choose **Every status** instead.

On a phone, the period and a print button share the top line, and **Everyone** and **Completed & processing** sit below them in two columns. An **orders left out** button joins them when you [leave orders out](#leave-out).

## Read the sales[​](#sales "Lien direct vers Read the sales")

The top of the screen answers "how did we do?" for the period, the store and the register in the bar. The total is every payment method, tax included, before refunds. It isn't the cash in the drawer: that is the till strip's **Expected in drawer**.

Wait until orders finish downloading

Wait until **Downloading orders** at the top disappears before using the figures. It shows when the period holds more orders than the device has, with a count of those downloaded so far.

![Reports on a tablet for yesterday across all registers: the store and register name, the till strip, the period, cashier and status chips, Print summary, the $520.00 total with Orders, Average order and Items, the vs yesterday chip and the By hour chart](/img/2.x/reports/index/en/tablet-light-regular--r1-1-see-sales.png)123456

1. **Store and register** — the store and register the figures cover. See [Choose the store and register](#scope).
2. **Till strip** — this device's register session: **Open** or **Closed**, and the cash **Expected in drawer**. It stays the same whatever store, register or period you choose. See [The till strip and closures](#closures).
3. **Period** — the days the figures cover. See [Choose the period](#dates).
4. **Cashier** — **Everyone**, or one cashier's sales.
5. **Status** — **Completed & processing** counts the orders that are sold. **Every status** adds pending and on hold orders.
6. **Print summary** — prints a **Sales summary** of the period. See [Print or export](#print).

Under the chips are the figures and the chart.

![The figures for yesterday: $520.00, down 85.1% vs yesterday, Orders 22, Average order $23.64 and Items 16 each with its change, the vs yesterday chip, and the By hour chart with a dashed line for the day before](/img/2.x/reports/index/en/tablet-light-regular--r1-7-see-figures.png)1234

1. **Total** — the sales for the period, tax included, before refunds (the **Refunds** card shows what you kept). It is every payment method, not the cash in the drawer. Under it is the change against the comparison, as a percentage. Red is down, green is up.
2. **Orders, Average order, Items** — each with its own change against the comparison. A **—** means there is nothing to compare with.
3. **Comparison** — what the changes are measured against. For a single day, choose **vs yesterday** or **vs last** and the weekday. See [How comparisons work](#comparisons).
4. **Chart** — **By hour** for a day, **By day** for longer periods, or **Running total** to watch the period add up. The dashed line is the period you compare with.

### How comparisons work[​](#comparisons "Lien direct vers How comparisons work")

The comparison chip under the figures names the period the changes are measured against. A day is compared with yesterday or the same weekday last week, a week with the week before, and a month with the month before.

How comparison periods are calculated

* **A single day** is compared with yesterday or with the same weekday last week, whichever you choose on the comparison chip.
* **Today** is a live day, so it is compared at the same time of day: at 3pm, with yesterday up to 3pm.
* **A week**, or any range of two to seven days, is compared with the same days a week earlier. The chip reads **vs the week before** and can't be changed.
* **A whole calendar month** is compared with the whole month before. **This Month**, and any range longer than seven days, is compared with the same number of days starting a month earlier. The chip reads **vs the month before**.
* A **—** under a figure means the comparison period has no orders.

## Read the cards[​](#cards "Lien direct vers Read the cards")

Scroll down for the cards. Each one opens a panel with the full list.

![The report cards for This Week: Orders with its averages and a status bar, Payments by method, Where sold split between In store and Online, and Top products](/img/2.x/reports/index/en/tablet-light-regular--r1-4-see-cards.png)12345

1. **Orders** — what a typical order looks like, then a bar of **Completed**, **Processing** and **Refunded** orders.
2. **Needs you** — how many orders are still processing, on hold or pending. **Nothing needs you** when none are.
3. **Payments** — sales by payment method, with each method's share. **UNPAID** is money an order still owes. **Unknown** is an order that records no payment method.
4. **Where sold** — **In store** against **Online**. Switch it to **Registers** when the figures cover more than one register, or to **Stores** when you chose **All stores**. An order with no register reads **No register**.
5. **Top products** — the best sellers by sales, with each one's share and how many sold.

What the order figures mean

* **Average order** — sales divided by orders.
* **Median** — the middle order total, with half the orders below it.
* **Largest** — the biggest order.
* **Items Sold** — how many items the orders held.
* **Items per order** — items sold divided by orders.
* **Discounts** — the discounts given.

Further down:

* **Categories** — sales by product category.
* **Brands** — sales by brand.
* **Cashiers** — sales per cashier.
* **Taxes** — tax per rate, each **on** the net sales it was charged on.
* **Refunds** — the refunds made in the period: how much, how many orders they were on, and how much of the period's sales you kept. A refund counts in the period it was made, even when the order is older.

Missing products, categories or brands

* **Uncategorised** on the Categories card is a product in no category.
* **Unknown product** is a line whose product isn't on this device, so it can't be given a category. A note says how many lines that is, such as **58 of 117 lines have no local product**. The sales still count in the total.
* **No brand** on the Brands card is a product with no brand. The Brands card appears only when your products carry brands, or when the store tracks cost of goods.

## Open a panel[​](#panels "Lien direct vers Open a panel")

Tap a card's arrow. On a tablet the panel slides in from the right, over the report, with the side menu still beside it. On a phone it opens as its own page, and **Sales** at the top takes you back.

![The Top products panel for This Week: All categories filter, the report preview with Qty, Amount, Cost, Profit and Margin % columns, a status line saying cost is missing on 134 of 134 items, and Close, Export CSV and Print report](/img/2.x/reports/index/en/tablet-light-regular--r1-5-see-top-products.png)12345

1. **Period and register** — what the panel covers.
2. **Filter** — Top products narrows to one category (**All categories**), Sales by brand to one brand.
3. **Status line** — the orders and the total. With cost of goods on, it also says how many items have no cost. See [Cost, profit and margin](#margin).
4. **Export CSV** — saves the list as a CSV file. In a browser it downloads; in the app it opens the share sheet.
5. **Print report** — prints the list with the **Template** and **Printer** shown above the preview.

The panels are **Orders**, **Sales by payment method**, **Top products**, **Sales by category**, **Sales by brand**, **Sales by cashier**, **Taxes collected** (net, tax and gross per rate), **Refunds**, and **Channels**, **Registers** or **Stores** from Where sold.

## Leave orders out[​](#leave-out "Lien direct vers Leave orders out")

A test sale or a staff purchase can skew the day. Open the **Orders** panel and untick the orders to leave out.

![The top of the Orders panel for yesterday: the All orders box half ticked with 2 left out, then orders by number with time, cashier, total and payment method, two of them unticked and greyed](/img/2.x/reports/index/en/tablet-light-regular--r1-6-leave-orders-out.png)12

1. **All orders** — ticks or unticks every order. Beside it, how many are left out, here **2 left out**.
2. **An order** — untick it to leave it out. It greys out, and the panel's footer reads **36 of 38 counted · the numbers follow**.

Each row shows the order number, the time and cashier, the total and the payment method. The panel lists the 60 most recent orders, then says how many more there are. To reach an earlier one, narrow the report first: a shorter period, one register or one cashier. The report's figures and cards are worked out again without the orders you left out. The till strip stays as it is.

An **orders left out** button next to the status then reads, for example, **2 orders left out**. Tap it to get back to the Orders panel, or tap its **×** to count them again. Leaving an order out only changes this report on this device: the order itself is untouched. Untick every order and the Orders card reads **Every order is left out**.

## Print or export[​](#print "Lien direct vers Print or export")

* **Print summary** at the top prints the **Sales summary** for the period: sales (net, tax, refunds and discounts), payment methods, taxes, shipping, then stores, registers and cashiers when there is more than one, and items sold and the average order. Any orders you left out stay out.
* **Print report** in a panel prints that panel's list.
* **Export CSV** in a panel saves that list.

Printing uses your [receipt templates](/fr/settings/receipt-templates.md) and the printer you chose.

If printing waits or fails

* **Still loading.** While the report or a template is on its way, the print sheet says so: **Waiting for the store**, **Loading the report**, **Still loading orders for this range**, **Still loading refunds for this range** or **Loading templates**. You can print once they are in.
* **No template can print offline · manage templates in WP Admin.** This device holds no template it can print offline. Templates are managed in WP Admin.
* **The saved printer cannot print this template.** The template and the printer don't match: pick another printer in the sheet.
* **"Could not print. Try again." or "Export failed. Try again."** Try again. If printing keeps failing, check the printer in the sheet.

## Cost, profit and margin[​](#margin "Lien direct vers Cost, profit and margin")

When your store tracks [cost of goods](/fr/manage-store/products.md#cost-of-goods-sold), the Top products, Sales by category and Sales by brand panels add **Cost**, **Profit** and **Margin %** columns. A product with no cost shows **—** there, and the status line says how many items are missing one, such as **cost missing on 3 of 40 items**, so you know how far to trust the margin.

## The till strip and closures[​](#closures "Lien direct vers The till strip and closures")

The till strip shows this device's register: **Open** or **Closed**, since when and who opened it, and the drawer sum **Opening float + Cash sales − Cash refunds = Expected in drawer**. **Paid in** and **Paid out** join the sum when the session has any. **Print X-report** prints the open session; a closed register offers **Print closure** instead. A device with no register reads **No register on this device**.

With WCPOS Pro, the arrow at the end of the strip opens **Closures**: every numbered closure of the registers you can see, to reprint, recount or check. **Export CSV** there saves the closures listed. **Export closures** under **Tools** in `WP Admin > POS > Settings` downloads every closure. The day's procedure is in [Reconciliation](/fr/manage-store/reports/closure-reports.md).

## Longer ranges in WooCommerce Analytics[​](#woocommerce-analytics "Lien direct vers Longer ranges in WooCommerce Analytics")

For order-level exports or any date range, use `WP Admin > WooCommerce > Analytics`. It reads the same orders. With WCPOS Pro:

* The **Orders** report's order-type filter adds **POS Orders** and **Online Orders**.
* The **Revenue** report adds **Store**, **Cashier** and **Payment Method** filters, each once there is more than one.

## If something goes wrong[​](#goes-wrong "Lien direct vers If something goes wrong")

**"Report access is not permitted".** Your user doesn't have the *view reports* capability. See [Access](/fr/manage-store/staff-permissions.md).

**The figures look low.** Check the status button: **Completed & processing** leaves out pending and on hold orders. Check for an **orders left out** button, then the store, register and cashier.

**A product shows as Unknown product.** That product isn't on this device, so its line can't be given a category. The sales still count in the total.

**A cashier shows as a number.** That cashier has never signed in on this device. The sales are theirs; only the name is missing.

**A print waits or fails.** Open **If printing waits or fails** under [Print or export](#print).

With WCPOS Pro

Pro opens earlier days, custom ranges, other registers, **All stores** and the **Closures** history. See [Free vs Pro](/fr/getting-started/free-vs-pro.md#at-a-glance).

## Related Documentation[​](#related-documentation "Lien direct vers Related Documentation")

[ReconciliationOpen, count and close the register.](/fr/manage-store/reports/closure-reports.md)

[OrdersLook up, refund and finish orders.](/fr/manage-store/orders.md)

[AccessWho can open Reports.](/fr/manage-store/staff-permissions.md)