Sales Reporting in the POS Module - Daily Sales Report, GL Report, Dashboard Report, Real-Time X Report

Sep 13, 2026

Upload by Mabel

Sales reporting guidance for the POS Module covers how to access and use multiple report types for tracking performance by date. The Daily Sales Report provides calendar navigation, day selection, sales snapshots, and future log entry creation with viewing/printing of saved entries. The GL Report supports single-day or advanced date-range views, grouping sales into GL Accounts for category totals. The Dashboard Report offers an in-depth per-day snapshot of promos and specials, while Real-Time X Report outputs receipt-printer ready details including Net Cash, which can be negative.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages5

Reading Time2 min

AccessFree to download

Daily Sales Report

GL Report

Dashboard Report

Real-Time X Report

Daily Sales Report This is a great report to reference because it displays as calendar view. This makes it simple to track trends across days, weeks, months, or years! You are also able to create log entries to reference in the future. 1. Sign into Manage System 2. Select the POS Module 3. Select the Daily Sales Report 4. Use the arrow tools to navigate months (< | >), or years (<< | >>) 5. To view the sales data, select the amount of sales on that day and view the snapshot on the right. Sales Reporting in the POS Module Sapphire 12/6/2019 Note: You are able to select the quick links to view the specific reports for that day. 6. To create a log entry on a specific date selects the Log text 7. Add your log text on the right and select Update to save 8. View / print all the log entries by selecting View Log Entries at the bottom of the screen GL Report This report is ideal for tracking a date range of sales, payment methods, or deposits. Here you will find your sales grouped in GL Accounts (General Ledger Accounts) so that you can find a total sales number for a group of categories. For example: a Liquor GL account would include your Vodka, Gin and Run categories. 1. Sign into Manage System 2. Select the POS Module 3. Select the GL Report 4. You can view one day at a time, or view a date range by selecting the Advanced View button Sales Reporting in the POS Module Sapphire 12/6/2019 This will allow you to use the calendar tool, or manually adjust your date in the fields below. Once your range is set, select Refresh 5. Your report should be displaying now. What populates in the report can be adjusted using the checkboxes listed here. Select Update to change your selection. Dashboard Report This is report allows us to view an in-depth snapshot of several reports for one day at a time. Similar to the GL Report, except here we can see a breakdown of Promos, Specials, and much more. 1. Sign into Manage System 2. Select the POS Module Sales Reporting in the POS Module Sapphire 12/6/2019 3. Select the Dashboard Report 4. Select what you do not want to see, Update to save Real-Time X Report This report prints out very nicely on receipt printer and includes the need to know details for the day; including the Net Cash amount. Net Cash is the total cash that you would take to the bank. Note: it is possible for Net Cash to be negative. In that case your employee’s tips would have exceeded the cash taken for the day *assuming you are giving tips away each day. 1. Sign into Manage System 2. Select the POS Module 3. Select the Real-Time X Report Sales Reporting in the POS Module Sapphire 12/6/2019 4. Print the report by selecting Output to Receipt Printer Sales Reporting in the POS Module Sapphire 12/6/2019

FAQs

How do you navigate and review the Daily Sales Report by date?

Sign into the Manage System, select the POS Module, then choose the Daily Sales Report. Use the arrow tools to switch months or years, select the sales amount for a day, and view the snapshot on the right.

What is the purpose of the GL Report and how can you set its date range?

The GL Report tracks sales over a date range by payment methods or deposits, grouping totals into GL Accounts. You can view one day at a time or use Advanced View to select a date range, then refresh to load the results.

What does the Dashboard Report show that complements the GL Report?

The Dashboard Report provides an in-depth per-day snapshot that goes beyond GL reporting. It includes breakdowns such as promos and specials, and you can select which items to hide or show before saving updates.

Sep 13, 2026

Upload by Mabel