POS reporting provides structured exports of your transaction, booking, and financial data. Select a report type, configure filters, and download the results as CSV or JSON for accounting, tax filing, or internal review.
Accessing reports
Navigate to POS > Reporting. The page requires staff-level permissions and shows all available report types as cards. Each card describes what the report includes and provides a download button.
Available reports
| Report | Description | Key filters |
|---|---|---|
| Bookings Export | All bookings with dates, amounts, statuses, and customer details | Date range, booking status, format |
| Journal Entries | Double-entry ledger entries with GL codes, debits, and credits | Date range, account code, booking ID, format |
| POS Transactions | Every register transaction with line items, payment methods, and settlement status | Date range, payment type, settled/unsettled, format |
| Financial Summary | Revenue, refunds, discounts, and net totals aggregated by period | Date range, group by (daily/weekly/monthly), format |
| Tax Report | Tax collected broken down by rate and category | Date range, tax type, refund/zero-tax/exempt toggles, group by, format |
| Tips Report | Daily breakdown of tips from POS and booking payments | Date range, format |
Running a report
- Set the date range using the start and end date pickers. Defaults to the last 30 days.
- Apply filters specific to the report type (see below).
- Choose the format: CSV (spreadsheet) or JSON (raw data).
- Click Download on the report card.
The file downloads immediately. The filename includes the report type and a timestamp (e.g., pos_transactions_2026-04-07_14-30-00.csv).
Filter reference
Booking status filter
Available for the Bookings Export. Options: All Statuses, Pending, Confirmed, In Progress, Completed, Cancelled, No Show.
Payment type filter
Available for the POS Transactions report. Options: All Payment Types, Card, Cash, Refund, Refund (Cash), Refund (Account), Gift Card, Terminal, Additional Charge, Remaining Balance.
Account code filter
Available for the Journal Entries report. Filter by specific GL accounts:
| Code | Account |
|---|---|
| 1010 | Cash |
| 1120 | Accounts Receivable |
| 3053 | PST Payable |
| 3055 | GST Payable |
| 3056 | HST Payable |
| 3057 | QST Payable |
| 4010 | Revenue |
| 4020 | Refunds |
| 5010 | Merchant Fees |
Settlement filter
Available for the POS Transactions report. Options: All Transactions, Settled Only, Unsettled Only.
Group by
Available for the Financial Summary and Tax Report. Options: Daily, Weekly, Monthly.
Tax report toggles
The tax report includes additional boolean filters:
- Include refunds -- factor refunded amounts into the tax totals (default: on)
- Include zero-tax items -- show line items that were not taxed (default: off)
- Include tax-exempt items -- show items with tax-exempt status (default: on)
- Include voided -- include voided transactions (default: off)
Tax type filter
Filter tax data by specific tax type: All, GST Only, PST Only, HST Only, QST Only.
Location filtering
Reports respect the active location selection in the header. When a specific location is selected, the report includes only data from that location. When "All Locations" is selected, the location filter is omitted and data from all sites is included.
Keyboard shortcut
Press Ctrl+L (or Cmd+L on Mac) from the reporting page to open the general ledger management page in a new tab for a real-time view of all account balances.
Troubleshooting
Schedule regular report exports to keep your accountant or bookkeeper in sync. The journal entries export is the most detailed option for reconciliation -- each entry includes balanced debits and credits with GL codes that map to your chart of accounts.
Report is empty -- Expand the date range. Reports only include data that falls within the selected dates and matches all active filters. Check that the correct location is selected.
Numbers do not match Stripe -- Pending transactions may not yet be settled. Compare against the same date range in the Stripe dashboard and check for processing delays. Interchange and application fees may also cause differences.
CSV not opening correctly in Excel -- Import the file as a CSV rather than double-clicking it. In Excel, use File > Import or Data > From Text/CSV and select comma-delimited format to ensure columns parse correctly.
JSON export is too large -- For very large date ranges, the JSON file may be several megabytes. Consider using CSV format or narrowing the date range to reduce file size.