# Reports

Pro Feature

The Reports screen requires [WCPOS Pro](/getting-started/pro-license.md).

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.

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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[​](#interface-overview "Direct link to Interface Overview")

### Filters[​](#filters "Direct link to 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[​](#three-panel-layout "Direct link to Three-Panel Layout")

The Reports screen is divided into three areas:

#### 1. Sales Chart (Top)[​](#1-sales-chart-top "Direct link to 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)[​](#2-orders-table-bottom-left "Direct link to 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)[​](#3-report-summary-bottom-right "Direct link to 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
* **Total Refunds** (shown when the period includes refunds)

**Payment Methods:**

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

**Cashier / Store Totals:**

* A per-cashier and per-store breakdown, shown when the report spans more than one cashier or store

**Print** button to generate a physical report.

## Display Settings[​](#display-settings "Direct link to Display Settings")

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

![Reports Settings](/img/reports-page-settings.png)

Reports Display Settings

### Available Columns[​](#available-columns "Direct link to 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[​](#report-types "Direct link to Report Types")

### Default (Offline)[​](#default-offline "Direct link to 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[​](#end-of-day-workflow "Direct link to End-of-Day Workflow")

For the full cashier-facing walkthrough — opening float, drawer count, cash + card reconciliation, variance handling, and sign-off — see **[End-of-Day Reconciliation](/reports/reconciliation.md)**.

The quick version:

1. **Set date range** to *Today* and (optionally) **filter by cashier** for individual reports
2. **Review the orders** in the table for accuracy
3. **Count the drawer** and compare to the *Cash* line in the Summary panel
4. **Run a batch total** on your card terminal and compare to the *Card* line
5. **Print the report** for the paper record

## Printing Reports[​](#printing-reports "Direct link to 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)

## Exporting Data[​](#exporting-data "Direct link to Exporting Data")

The POS Reports screen does not currently support CSV or Excel exports. For exporting data, use **WP Admin > WooCommerce > Analytics** which provides:

* **CSV downloads** for orders, revenue, products, and more
* **Custom date ranges** with arbitrary periods and comparisons
* **Product-level reports** showing which products sold best over any time period

The POS reports and WooCommerce Analytics draw from the same order data, so totals should match for the same date range and filters.

### POS filters in WooCommerce Analytics (Pro)[​](#pos-filters-in-woocommerce-analytics "Direct link to POS filters in WooCommerce Analytics (Pro)")

With WCPOS Pro active, `WP Admin > WooCommerce > Analytics` gains POS-aware filtering so you can separate in-person sales from online sales:

* On the **Orders** report, the order-type filter adds **POS Orders** and **Online Orders** alongside "All orders".
* On the **Revenue** report, three extra filters appear (each shown once you have more than one value): **Store**, **Cashier**, and **Payment Method**.

This lets you answer questions like "how much did each cashier take?" or "what did this store sell in person last month?" using WooCommerce's full reporting and CSV export — something the in-app offline report can't do.

## Related Documentation[​](#related-documentation "Direct link to Related Documentation")

[OrdersDetailed order lookup](/orders/.md)

[CheckoutPayment processing](/pos/checkout/.md)