Reports
👤 For: Store managers and owners (and staff checking their own incentives)
The Reports tab gives you a quick view of how your store is doing: sales, expenses, staff incentives, tips, attendance and pending payments.
🔓 Optional feature: Reports The Reports tab appears when Employee Incentive on Billing is turned on for your store. Ask your admin to turn ON
IsEmployeeIncentiveEnabledOnBilling(under Bill Settings) in the back office settings. If the setting is not available, please contact Invoay Support.
ℹ️ Note: Simple POS reports cover recent days at your store. For detailed, long-range or multi-store reports, use your Invoay back office.
Getting around
- The list of reports is on the left (or in the menu on a phone). Tap one to open it.
- Tap the 📅 date button at the top to choose which day to see. You can look back up to about a month.
🔓 Optional feature: Limit report history Some stores only let the counter see the last 3 days of reports. Ask your admin about
AllowThreeDaysHistoryInReportPOSin the back office settings. If the setting is not available, please contact Invoay Support.
- Tables work like everywhere else in Simple POS: tap a heading to sort, use the filter on a column, and see totals at the bottom. You can also choose which columns to show. Your choice is remembered for your login.
The reports
| Report | What it shows | Shows up when… |
|---|---|---|
| Report Summary | The day at a glance: Total Sales, Expenses, Employee Tips, Pending Amount, number of Bills and Customers, Return Cash, today's Appointments (Open / Arrived / Attended / Canceled), and a breakdown by Payment Types. | Always |
| Sale Report | Every bill for the day: time, Bill Id, Customer Name, Bill By, total, discounts (Membership, %, Cash, Offer), Tax, Payable Amount, how much was paid by each payment method, Pending Amount and Remarks. Tap ✉️ Resend SMS to send a bill to the customer again. | Always |
| Employee Attendance Report | Each staff member's In Time, Out Time and Total Working Hour for the day. | Always |
| Expenses Report | Every expense: date, who recorded it, Vendor Name, Invoice No., amounts, tax, Payment Type and Remark. | Always |
| Employee Incentive Report | Choose a staff member and a date to see every item they sold or serviced, and the Incentive earned on each. Values are shown without taxes. Tap Print for a copy. | Employee incentive is turned on |
| All Employee Transaction Report | Everything every staff member sold or serviced that day, in one list. Tap Print for a copy. | Turned on for your store |
| Employee Tips Report | Every tip: bill, customer, Tip To Employee and Tip Amount. | Tips are turned on |
| Payment Surcharge Report | Extra charges collected on payment methods (for example, a card fee), for the date range you pick. | Your store has payment methods with extra charges |
| Pending Amount Report | Customers who still owe money. | Always |
🔓 Optional features: extra reports The All Employee Transaction Report and Employee Tips Report appear only when turned on. Ask your admin to turn ON
IsAllEmployeeTransactionReportEnabled, orIsTipsEnabled(under Bill Settings) in the back office settings. If the setting is not available, please contact Invoay Support.
Can't open a report?
Each report can be allowed or blocked for each staff login. If you're not allowed to see a report, you'll see 🛑 Access Denied 🛑, or it won't be in the list at all. If you need access, ask your manager to update your permissions in the back office.
If you see No reports found, your login doesn't have access to any reports.