Generating reports is essential for analysing POS data. This guide will show you how to generate and view POS reports in SapphireOne. The steps are as follows:
- Navigate to Inventory > Point of Sale > Report and then select the Show Reports item. Sapphire one will now display the Select Report alert.
- Report Selection – From the list of reports in the alert, select the the one you wish to view and then click on the OK button.
- Select Report Type – Choose one of the currently six reports that you wish to generate.
- Alert – An Are you Sure alert will be displayed so make as selection as required and the Show Report screen will be displayed.
- Enter Parameters – From this Show Report screen input the necessary parameters such as date range and transaction type. Be aware that the Use Period button is at the bottom of the screen.
- Generate Report – The User has three options, buttons, when generating this report as follows. Once one of these buttons is clicked on, the selected export option will be processed immediately
- Export to HTML – This option will tell Sapphire one to export this report as a HTML file which may be viewed with any browser.
- Export to CSV – This option will tell Sapphire one to export this report as a CSV file which may be viewed using any spreadsheet program.
- Print – This option will tell Sapphire one to send the report directly to the default printer for the machine that is being used.
For more detailed guidance, please refer to the Inventory > Point of Sale > Show Reports – Point of Sale article.