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Knowledge Base |
Reports - POS Action Log
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This article will guide you through generating and understanding the POS Action Log Report.
Requirements - A Master Admin login or a staff login with the following permissions:
This report will display the Point Of Sale Terminal logs for a given time period. This report will show all POS actions (Open, Drop, Add and Close).
1. View All POS Actions
Navigate to Reports > Sales > POS Action Log and select the date range you want to run. Select the POS Terminal from the drop down box, then choose Run Report.
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
Information included in this report:
Action Date - Date of action.
Action Type - Open, Drop, Close, or Add, POS Open Adjust or POS Close Adjust.
Action By - Staff member that completed the action
Balances - The amount on the drawer at the time of that action. This also details any adds or drops.
Actual Drawer Count - Quantity of each bill and coin type in the drawer.
Adjustments - Any cash, checks, or external adjustments. Adjustments occur when a staff member opens/closes the register with different amounts from what is expected.
Drawer Add or Drop Counts - Quantity of bills and/or coins added or dropped.
Note - any staff notes added during the action.
Related Articles:
Performing The POS Open, Drop & Close Functions
Reports - POS Close Detail
Requirements - A Master Admin login or a staff login with the following permissions:
- Reporting: Can access reports
- Reporting: Can access sales: pos action logs
Generating The POS Action Log Report
This report will display the Point Of Sale Terminal logs for a given time period. This report will show all POS actions (Open, Drop, Add and Close).
1. View All POS Actions
Navigate to Reports > Sales > POS Action Log and select the date range you want to run. Select the POS Terminal from the drop down box, then choose Run Report.
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
Information included in this report:
Action Date - Date of action.
Action Type - Open, Drop, Close, or Add, POS Open Adjust or POS Close Adjust.
Action By - Staff member that completed the action
Balances - The amount on the drawer at the time of that action. This also details any adds or drops.
Actual Drawer Count - Quantity of each bill and coin type in the drawer.
Adjustments - Any cash, checks, or external adjustments. Adjustments occur when a staff member opens/closes the register with different amounts from what is expected.
Drawer Add or Drop Counts - Quantity of bills and/or coins added or dropped.
Note - any staff notes added during the action.
Related Articles:
Performing The POS Open, Drop & Close Functions
Reports - POS Close Detail
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