POS reports

There are nine reports available in Cin7 Core POS. Generally, reports can be emailed, exported into another format (usually PDF or CSV) and saved on your computer, saved as a new report, and printed.

User roles and report access

POS users with the Administrator role can see report information about all locations in Cin7 Core POS.
POS users with the Manager role can see report information about the location that is assigned to them in Cin7 Core POS.
POS users with the Cashier role cannot see report functionality in Cin7 Core POS.

Register Closure Summary

This report shows a summary for a register after closing and can be filtered by date, outlet, and register. It is divided into Sales, Payments (and Payment Types), Cash Movements, Account Sales, Surcharges, and Notes blocks, with each block showing more detailed information.

Sales Summary

This report shows the sales by type and can be filtered by date, outlet, and report type. The report can be customised by adding, removing, or rearranging the columns, and is available in the following report types:

Summary (this is the default view)
User
Outlet
Register
Customer
Product
Brand
Product Category
Supplier (planned, not yet available)
Sales Representative (planned, not yet available)
Tag.

Inventory

This report shows the inventory by type and can be filtered by date, outlet, and report type. The report can be customised by adding, removing, or rearranging the columns, and is available in the following report types:

Inventory on Hand (this is the default report view)
Low Stock
All Inventory Levels.

In Transit

This report shows items from In transit stock transfers from Cin7 Core and can be filtered by outlet. Search for a specific item to drill down on the report. The following columns are available for setup with the report:

SKU
Brand
Category
Tag.

Product Performance

This report shows the sales performance of each product in your inventory and can be filtered by date and outlet. Search for a specific product to drill down on the report. The following columns are available for setup with the report:

Allocated (shown by default)
Basket Size
Basket Value
Basket Value (including tax)
Cost of Goods
Customer Count
Discount
Discount %
First Sale
Gross Profit
Items Sold
Last Sale
Margin
Return %
Return Count
Revenue
Sales with Customer %
Tax
On Hand
Available
On Order.

Gift Card

This report breaks down your gift card totals for a quick overview of your gift card sales and contains a list of all gift cards sold. Each individual gift card number, the total amount sold and redeemed with each gift card, and the remaining balance for each gift card is displayed on the report. Each gift card is also clickable so that you can drill down on its transaction details. You can search for a specific gift card number from the report page.

Payment Type Summary

This report shows the amount charged to each of your payment types. It can be filtered by date, outlet, register, and user. Each payment type displayed in this report can be expanded to show additional details (Receipt #, Customer and Amount Paid) for all the sales that corresponds to that payment type.

Store Credit Report

This report shows your customers with available store credit and can be filtered by customer or date. It shows the opening balance, total issued, total redeemed, and the closing balance for each customer with available store credit.

Surcharge Report

This report shows all surcharges charged to customers, with the default All Outlets view showing the outlet, surcharge, rate, order amount, and surcharge amount on the report. You can also view the same information per outlet.