San Diego CardSmart Merchant Services & POS Blog

Here are the most useful reports in the Cash Register Express POS software. From page 84 of the Cash Register Express manual:

Most store operators use less than tenth of the built-in reports. It is a good idea to select each report and read the description of what information the report includes. Many users miss out on valuable information simply because they haven’t taken the time to learn the figures that each report generates and how it will benefit their business. Listed below are a few of the most useful reports.

Report Name	Category	Description
Invoice Totals Report	Sales	Summary of each invoice processed within a date range.
Invoice Totals – Daily Summary	Sales	Summary by day with totals, # of tickets and average dollar amount per ticket.
Grand Totals by Payment Method	Sales	Total dollar amount collected by each payment method with the option to break down by cashier.
Detailed Daily Report	Sales	Detailed report with payment breakdowns (receipt printer).
Detailed Department Sales	Sales	Breakdown of items sold by department.
General Hourly Report	Sales	Breakdown of income by hour within a day.
Grand Totals by Date	Sales	Quick figure of how much was sold in a date range.
Receipt Listing	Sales	Detailed summary of each check within a date range.
Shift Summary	Sales	Summary of each employee’s shift.
Financial Summary	Sales	Detailed “picture” of your business within a date range, gathering all of your key figures in one compact report.
Invoice and Operational Exceptions	Sales	List of functions that you have identified as suspicious with employee ID and manager ID. Useful to prevent theft.
List Alphabetical	Inventory	Summary of your in stock inventory and value.
Reorder Report	Inventory	Breakdown of items sold.
Top Sellers	Inventory	See your best selling items.
Discrepancy Report	Inventory	Identify what is in stock versus what should be in stock, use this to identify theft, waste and other loss factors.
Top 10 Sellers	Inventory	Another report to identify the best sellers in your inventory.
Pending Orders \ Details	Inventory	Used for catering businesses to view future orders.
A/R Summary	Customer	View a list of all outstanding accounts.
Purchasers of Item	Customer	View all customers who purchased a specific inventory items so you may market to them for similar new items.
Sales History	Customer	Detailed list of which customers ordered which inventory items.
Hours and Wages	Employee	List the hours and wages of your employees.
Employee Listing	Employee	Generate a report listing the ID and personal info of each employee.
Commissions	Employee	View the commissions you rewarded to your employees for recommending and selling certain items.
Late Rentals	Rentals	A list of all rentals that are currently out of the store and beyond the due date.