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Reports Overview

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Overview #

Check out our LyncPOS Feature Highlights video below for a quick introduction to reports (skip to 1:44 for reports highlights).

The Reporting Module has several types of reports. There are generally 3 types of reports: Graphical, Summary, and Detailed. Additionally there might be more report types in each category. A few of the categories are as follows:

Categories #

These reports breaks down sales by item category. There are 2 report types: Summary and Graphical.

Categories Summary Report will show subtotal, total, profit and the number of items sold for each category for given date range.

The Categories Graphical will show a pie chart for each category by total.

Closeout #

Closeout Summary Reports breaks down transactions for each day for All TransactionsSalesReturnsDiscountsinventory, and Receivings

Custom Report #

Custom Reports allows you lots of flexibility to create your own reports.

Commission #

Commission Reports track the amount of money made on commission. Below is an example of a Detailed Commission Report:

Customers #

Customers reports give you a detailed insight into your sales and returns based on customers.

You can view up a Detailed Customers Report for a Specific Customer:

Below is a Customers Summary Report:

Below is a Graphical Customers Report:

Deleted Sales #

These Deleted Sales reports allow you to keep track of sales that were deleted.

Deleted Sales

Discounts #

The discounts reports allow you to track discounts to sales.

The Graphical Discounts Report shows the number of items that were discounted in a sale with each corresponding percentage.

Discount Column #

The “Discount” column is the number of sales where “Discount Entire Sale” was set, whereas the other rows are for itemized discounts across all sales.

Below is a Discount Graphical Report:

Below is a tabular Discount Summary Report:

Employees #

These reports allow you to see sales by employee. There are 3 basic report types for Employees: Graphical, Summary, and Detailed.

Below is an example of a Detailed Employees Report:

Expenses #

These reports show all information related to Expenses.

Below is an example of a Detailed Expense Report:

Gift Cards #

These reports allow you to audit or view all gift card information.

Below is an example of a Gift Card Summary Report

Here is an example of a Detailed Gift Cards Report for a particular customer:

Here is an example of a Gift Card Audit Report

Lastly, here is an example of a Gift Card Sales Report:

Inventory #

These reports allow you to audit or view all Inventory. It also lets you look at expiring inventory.

Here is an example of a Low Inventory Report

Here is an example of an Inventory Summary Report:

Version 15.2 feature #

Added option to inventory summary report “Show Deleted Items”

Here is an Example of a Detailed Inventory Report

Here is an example of a Summary Count Report:

Here is an example of a Detailed Count Report:

Here is an example of an Expiring Inventory Report

Item Kits #

These reports let you look at sales of item kits. There is also a price variance report.

Here is an example of a Item Kits Graphical Summary Report which breaks down sales of items kits:

Here is an example of a Price Variance Report which measures the variance in prices of item kits at the time of sale:

Items #

These reports let you look at sales of items. There is also a price variance report, similar to that of item kits.

Below is an example of an Items Summary Report:

Manufacturers #

New Feature #

Manufacturers reports will be coming soon…

Lets you View Item sales based off of the manufacture listed on each item.

Payments #

These reports let you view payments made by customers.

Here is an example of a Detailed Payments Report:

Profit and Loss #

This report shows statistics on sales.

Receivings #

This report allows you to see information related to inventory receivings.

Below are all the types of Receivings reports:

Sales #

These reports allow you to see sales, and sales by time range which breaks down sales by hours of a day.

Store Accounts #

These reports allow you to see Store account activity for both Supplier Store Accounts and Customer Store Accounts as well as print statements.

Suppliers #

These reports allow you to see sales volumes broke down the suppliers

Below is an example of a Graphical Suppliers Report:

Suspended Sales #

There is one report for Suspended Sales. It is Detailed Report. Below is an example:

Tags #

You can break sales down by tags as well.

Below is an example of a Graphical Tags Report:

Taxes #

There are two report types for Taxes, Graphical and Summary. Below is an example of a Taxes Summary Report:

Tiers #

You can also view number of sales by tiers.

Below Is the Tiers Summary Report:

Time clock #

If you have Time Clock enabled in the store config settings.

Below is a Time Clock Summary Report:

There is also a more detailed Detailed Time Clock Report which allows you to edit or delete time clock records shown below: