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Sales Reports

Admin Manager

The Sales Report is your primary tool for understanding how your store is performing. It shows total revenue, transaction counts, payment method breakdowns, and trends over any date range you choose.

Sales report view

Accessing Sales Reports​

  1. Log in to the Admin Panel at storename.brotherpos.ca.
  2. Click Reports in the top navigation bar.
  3. Click Sales Report.

The report loads with the current month to date (first day of current month through today) selected by default.

Setting a Date Range​

Every sales report starts with a date range selection. You can analyze a single day, a full month, or any custom range.

Using the Date Picker​

  1. Click the Start Date field and select the beginning of your desired range.
  2. Click the End Date field and select the end of your range.
  3. Click Apply to refresh the report.

Select start and end dates using the date picker fields.

Timezone

All dates and times are displayed in your store's configured timezone. If your report does not match your expectations, verify the timezone setting under Settings > Edit Settings > General tab.

Understanding the Summary​

The top section of the report displays key metrics for the selected period:

  • Total Revenue -- The sum of all completed sale totals (after discounts, including tax).
  • Total Sales -- The number of completed transactions.
  • Total Tax Collected -- Combined tax from all completed sales.
Voided Sales

Voided sales are excluded from all summary calculations. Only sales with a completed status are counted in revenue, tax, and transaction totals.

Daily Sales Chart​

Below the summary, the report shows a daily sales chart for the selected date range. This visual representation helps you spot trends, compare days, and identify patterns in your sales data.

Payment Method Breakdown​

The payment method section shows how customers paid during the selected period.

Payment MethodWhat It Tracks
CashPhysical cash transactions
DebitDebit card payments
CreditCredit card payments
E-TransferInterac e-transfer payments
Bulk PaymentWholesale and bulk order payments
SplitTransactions paid with multiple methods

Each method shows the number of transactions and the total dollar amount.

Split Payments

A split payment counts as a single transaction. The split total appears under Split, but the individual cash and card portions are also reflected in their respective categories. The Payment Method Breakdown therefore shows the full picture of how money flowed into your register.

Transactions Table​

The bottom section lists individual transactions for the selected period:

  • Receipt Number -- The unique transaction identifier.
  • Date/Time -- When the sale was completed.
  • Cashier -- The user who processed the sale.
  • Payment -- How the customer paid.
  • Status -- The sale status (e.g., completed, voided).
  • Subtotal -- Pre-tax amount.
  • Tax -- Tax collected.
  • Total -- Final amount charged.
  • Items -- Number of line items in the sale.

Click any row to view the full sale details including line items, discounts applied, and customer information.

Filtering and Searching​

You can narrow down the transactions table:

  1. Search by receipt number -- Type a receipt number into the search field to find a specific transaction.
  2. Filter by clerk -- Select a specific user to see only their transactions.
  3. Filter by payment method -- Isolate cash-only or card-only sales.

Using Sales Data Effectively​

Daily Review​

Run the sales report at the end of each business day to verify that:

  • Revenue matches your cash drawer count.
  • No unexpected voided sales occurred.
  • Discount usage was appropriate.

Weekly Comparison​

Group by day over a two-week range to compare this week against last week. Identify which days are strongest and consider staffing accordingly.

Monthly Performance​

Group by month over the past year to see long-term trends. This data supports decisions about inventory purchasing, staffing, and promotional campaigns.

Pair with Other Reports

The Sales Report gives you the "what." For the "why," pair it with:

What's Next?​