Your Reporting Hub
FlexotiumPOS gives managers access to four categories of operational reports. Navigate to Reports to find them all. Each report can be viewed in-app, exported to CSV or PDF, and scheduled for automatic email delivery.
Daily Sales Summary
The Daily Sales Summary is the most-used report for day-to-day management.
To generate:
- Go to Reports → Sales → Daily Summary
- Select the date (defaults to today)
- Click Generate
The report shows:
- Total revenue (gross and net)
- Number of transactions
- Average transaction value
- Payment method breakdown (cash / card / UPI / other)
- Top 10 products by revenue
- Hourly transaction distribution
- Returns and voids with reasons
Compare today's daily summary to the same day last week using the Compare Period toggle. A significant drop in average transaction value is worth investigating — it may indicate staff are offering unauthorised discounts.
Inventory Valuation Report
Shows the monetary value of your current stock.
- Go to Reports → Inventory → Valuation
- Choose valuation method: Cost price or Selling price
- Optionally filter by category or supplier
- Click Generate
The report shows each product, current quantity, unit cost, and total value. The grand total is your current inventory asset value. Export to CSV for importing into your accounting system.
Purchasing Spend Report
Tracks how much you've spent with each supplier over a period.
- Go to Reports → Purchasing → Spend Analysis
- Set the date range (e.g. this month, last quarter)
- Click Generate
The report breaks down spend by supplier, shows average order size, delivery frequency, and compares spend to the same period last year. Use this report to identify your top suppliers and negotiate better terms.
Staff Performance Report
This report is only available to Manager and Owner roles. Cashiers cannot view each other's performance data.
Navigate to Reports → Staff → Performance. Select a date range and click Generate. The report shows per-cashier data:
- Total transactions processed
- Total revenue
- Average transaction value
- Number of voids (with reasons)
- Number of discount applications
- Shift close accuracy (cash count variance)
Use this report monthly for performance conversations with your cashier team.
Shift Reconciliation Report
Generated automatically when each cashier closes their shift. Shows:
- Opening float entered
- Expected cash (opening float + cash sales)
- Actual cash counted at close
- Variance (over or short)
- Variance reason (if provided by cashier)
Access historic shift reports at Reports → Shifts → History. Filter by cashier, date range, or variance threshold.
Exporting Reports
Every report has an Export button in the top right:
- CSV — opens in Excel or Google Sheets; includes all columns including raw values
- PDF — formatted report suitable for printing or sharing with stakeholders
Scheduling Automatic Reports
- Open any report
- Click Schedule
- Set the frequency: Daily (sent at a time you choose), Weekly (choose the day), or Monthly (choose the date)
- Enter email recipients
- Click Save Schedule
Scheduled reports are generated automatically and emailed as PDF attachments. You can have up to 10 active scheduled reports per account.
Next Steps
The next lesson covers how to manage automations — monitoring their run history, pausing broken workflows, and adjusting trigger conditions.