Sales Reports
Sales reports are an invaluable mainstay for any business owner and the pulse of your operation. Without these reports, you have no visibility into revenue, cash flow, or the overall financial performance of your business.
Sales Summary by Item
Know what items sold, the profitability of each product, and what items are discounted most often.
Sales Summary by Department
Does one department kill it while another one kills your bottom line?
Profit Margin Report
Know what products are the most profitable from the ones that aren’t worth the effort.
Sales Summary by Order Type
Segmenting orders by type will help you know what area of your business to focus your efforts.
POS Transaction Report
From credit cards and gift cards to sales and returns, know precisely what happens at the point of purchase.
POS Settlement Report
Compare credit card processing statements against your POS transactions to make sure you account for every dollar.
Inventory Reports
Since product inventory is one of your greatest assets, it’s critical to have accurate stock reports to help you spot trends and make intelligent purchasing decisions.
Inventory Valuation
Know your worth by understanding the real value of your greatest assets.
Product Sales
Ensure the number of items sold measure up to your physical inventory counts.
Cost of Goods Sold (COGS)
Ensure your cost of sales never exceeds your revenue by monitoring the cost of goods sold.
Product Mix Report
Know your best-selling items from your worst-selling items and keep on top of inventory needs.
Employee Reports
Employees are your business’ greatest resource and also a significant expense. From tracking labor costs to monitoring employee performance, keeping tabs on your staff is critical to the success of your business.
POS Shift Reports (X Report)
Get a detailed view of employee cash handling and transaction activities throughout their shift.
Payout Reports
Whether it’s a refund or you’re transferring funds to the bank, keep tabs on money that leaves your register.
Labor Reports
As the minimum wage increases across the country, it’s more important than ever to ensure your labor costs never outweigh your sales.
Payroll Reports
From tracking clock-in and clock out times or payroll hours, our POS reports have you covered.
Sales by Employee
Know which employees are pulling their weight and the ones weighing you down.
Customer POS Reports
The key to a successful business is knowing your customers. Use your POS reports to understand customer behavior, purchasing patterns, and what products they’re spending money on to help drive customer loyalty.
Sales by Customer
Know your most loyal customers from the occasional shoppers.
Customer House Account Balance
Whether you take deposits for big-ticket items or give VIP customers carte blanche, you need to keep an eye on the IOUs.
Loyalty Program Report
Customer loyalty programs not only keep customers engaged, but show you which promotions are the most successful.
Customer Milestone Reporting
If your motto is to treat customers like friends and family, that means you also need to remember special occasions like birthdays and anniversaries.
Auditing Reports
Having detailed records of how products and cash move through your business is the only sure fire way you, and Uncle Sam, will know exactly where your money is going.
Tax Details
Not all products and services have the same tax rate. Get a detailed breakdown of sales tax and revenue classes for seamless reporting.
Till Transaction Summary (Till Management)
Know every void, discount, and transaction that transpires at the point of purchase and ensure crafty employees aren’t ‘hiding’ money.
Closed Order Summary
Once it’s a done deal, it’s in the books. Get the details for every closed ticket.
Open Ticket Detail
Before it’s in the books, know the details of every open ticket and what you can expect to close.
Loss Prevention Reports
For U.S. retailers, theft is a billion dollar a year problem. Use Harbortouch’s loss prevention reports to nip the problem in the bud.
Audit Trail
Keep a data log of activity and boost your fraud detection efforts.
Refund Detail and Reasons
From how the refund was issued to who performed the transaction and why, keep an eye out for any red flags.
Void Detail and Reasons
Employees will make the occasional mistake. Too many ‘mistakes’ can be a cause for concern.
Discount Detail
Ensure managers don’t take advantage of their user permissions with generous discounts at your expense.
Open-priced Items
Too many open-priced items or miscellaneous ring ups might be a red flag for fraud.
Daily, Weekly, and Monthly Reports
Progress reports and short-term financial snapshots help you gain a better grasp of your company’s performance, make forecasting decisions more accurate, and contribute to the long-term success of your business.
POS End of Day Reports (Z Reports)
From end of day or end of shift, Harbortouch POS reports have all the info you need, from A-Z.
Financial Comparison Reports
Whether you’re comparing month over month or year over year, know how your business stacks up against previous periods.
Weekly Performance Indicators
Track your business’ most important KPIs in one single report.
