Reports Overview
3 min read
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 Transactions, Sales, Returns, Discounts, inventory, 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: