Reports
The following types of reports can be generated directly in the POS:
Z-reports
X-reports
other reports that can be generated by pressing a tile, defined in the POS Layout Designer.
Z- and X-reports are always generated on workstation level.
Z-report
Z-report is an end-of-day report, usually generated when daily cash is settled. Generating the Z-report is not mandatory, because the data will also be transferred to Back Office without it.
When you generate a Z-report, the local statistics are reset: the Z-report will contain all the data starting from the time when a Z-report was previously generated.
A preview of the report is always displayed first, and you can select the dimensions displayed in the report:
Grand Totals
Sales
Transactions
Product Statistics
Taxes
Categories (select the product category)
Payment Methods
Hourly Statistics
Below is an example of Z-report contents.
Z REPORT (or X-report)
<WORKSTATION>
SolteqHubDemoCompany
DEV Store
Karhumäentie 3
01530 Vantaa
TaxCode FI26100093
Store number : 01
Terminal number : 001
Sequence number : 0000001 (only for Z-report)
Period : 16.5.2018 04:00
- 17.5.2018 03:59
Printed : 18.5.2018 07:57
By : aki.korpua@gmail.com
Person ID : 1
Total POS sales from start
======================================
Total inc. tax 159 595,01
Total without tax 105 517,76
Total refunds - 144,11
======================================
Sales Amount
======================================
Gross sales 1405,90 (Total before discounts been activated)
Returns - 40,90
Discount - 0,76
=====================
Total net sales 1364,24
--------------------------------------
Money In/Out Amount
======================================
Money in 50,00 (This section also contains open cash base in/out data)
Money out -50,00
=====================
Total 0.00
--------------------------------------
Transactions Qty
======================================
Sales 67
Cancelled 2
Refund 1
Money in 1
Money out 1
Drawer openings 5
Receipt copies 0
Logins 15
===================
Total transactions 92
--------------------------------------
Statistics Qty
======================================
Items sold 167.00
Items returned 1.00
--------------------------------------
Tender report Qty Amount
======================================
Cash 45 564,70
Sales 46 584,60
Refunds 1 -19,90
Mastercard 15 149,57
Sales 14 249,57
Refunds 1 -100,00
Visa 21 356,11
Sales 21 356,11
Refunds 0 0,00
Invoices 0 0,00
Sales 0 0,00
Refunds 0 0,00
---------------------------------------
Product Group (Category chosen in Dimensions, by default group)
Category Qty Amount
=======================================
BEVERAGES 140 1555,60
FOOD 78 759,00
PACKAGES 16 560,00
SERVICES 4 156.05
Tax report
=======================================
Tax group Tax Taxless Total
Tax 0 0 156.05 156.05
Tax 14 284,25 2030,35 2314,00
Tax 24 108,39 451,61 560,00
---------------------------------------
Total
---------------------------------------
Tax Taxless Total
392,64 2638,01 3030,65
---------------------------------------
Hour statistics
Time Qty Amount
=======================================
11:00 3 80,37
11:30 2 54,00
....
19:00 15 153,50As an option, you can also define that the following information will be also included in Z-reports:
Receipt numbers of paid receipts
Amount (pcs) and sum (currency) of refunding receipts
To enable this, click the Enable extended Z-report switch to ON position in Settlement Settings.
Enable extended Z-report switch in Settlement Settings
X-report
In some cases it is useful to generate an intermediate report – also known as X-report – to follow up on daily sales. In this case a Z-report must also have been generated first, so that the X-report will only display the sales for the ongoing day.
Generating an X-report does not reset the data in the same way as generating an Z-report does; it is possible to generate several X-reports in succession, and they will display all the data starting from the latest Z-report.
A preview of the report is always displayed first, and you can select the dimensions displayed in the report:
Grand Totals
Sales
Transactions
Product Statistics
Taxes
Categories (select the product category)
Payment Methods
Hourly Statistics
If there is no need for daily follow-up on the sales made in the POS, there is no need to generate Z- or X-reports.
Generate a Z-report or an X-report
Login to the POS.
Press Menu.
Press Z-report or X-Report.
Select what content will be included in the report with the Dimensions checkboxes. Press Preview to update the view according to the chosen Dimensions.
Z-report preview screen
X-report preview screen
Press Print to print the report.