Reports

Pro Feature

The Reports screen requires WCPOS Pro.

The Reports screen provides sales reporting and daily reconciliation tools. It's primarily designed for end-of-day reports to help cashiers and managers close out the day.

Comprehensive Analytics

For detailed analytics across any date range, use WP Admin > Analytics. The POS Reports screen is optimised for quick end-of-day summaries and daily reconciliation.

Interface Overview

Filters

At the top of the screen:

• Status filter - Filter by order status (Completed, Processing, etc.)
• Customer filter - Filter by customer
• Cashier filter - Filter by who processed orders
• Store filter - Filter by store (multi-store setups)
• Date Range - Select the reporting period (Today, This Week, Custom)

Three-Panel Layout

The Reports screen is divided into three areas:

1. Sales Chart (Top)

A bar chart showing sales over time:

• Hourly breakdown for daily reports
• Visual representation of sales patterns
• Helps identify peak selling times

2. Orders Table (Bottom Left)

A list of orders included in the report:

• Checkbox - Select/deselect orders for inclusion
• Status - Order status icon
• Order Number - Unique order ID
• Date Created - When order was placed
• Date Paid - When payment was received
• Total - Order amount

Click the display settings icon to customise columns.

3. Report Summary (Bottom Right)

The calculated report totals:

• Report type dropdown (Default/Offline)
• Store information (name, ID)
• Report period (start/end timestamps)
• Cashier (if filtered)

Sales Summary:

• Total Orders
• Total Net Sales
• Total Tax Collected
• Total Sales
• Total Discounts

Payment Methods:

• Breakdown by payment type (Cash, Card, etc.)

Print button to generate a physical report.

Display Settings

Click the sliders icon () to customise the orders table.

Reports Display Settings

Available Columns

Column	Description
Select	Checkbox for report inclusion
Status	Order status
Order Number	Unique order ID
Customer	Customer name
Date Created	Order creation time
Date Modified	Last modification
Date Completed	Completion time
Date Paid	Payment time
Created Via	Order source
Cashier	Who processed it
Payment Method	Payment type
Total	Order amount

Report Types

Default (Offline)

The default report is generated from locally stored data. This:

• Works without server connection
• Provides fast report generation
• Uses data already synced to the device

This is ideal for quick end-of-day summaries where all relevant orders are already synced.

End-of-Day Workflow

Typical Daily Reconciliation

1. Set date range - Select "Today" or the specific date
2. Filter by cashier (optional) - For individual cashier reports
3. Review orders - Check the orders table for accuracy
4. Verify totals - Compare with physical cash count and card terminal
5. Print report - Generate a physical record

Cash Reconciliation

1. Filter to show only cash payments
2. Note the total cash amount from the report
3. Count physical cash in the drawer
4. Compare totals (should match)
5. Document any discrepancies

Card Reconciliation

1. Filter to show only card payments
2. Note the total card amount from the report
3. Compare with your card terminal's batch total
4. Verify amounts match before settling the batch

Printing Reports

Click the Print button to generate a printable report. This includes:

• Store information
• Report period
• Sales summary
• Payment method breakdown
• Order details (if selected)

Related Documentation

• Orders - Detailed order lookup
• Checkout - Payment processing