Counter and payment reports
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Counter and payment reports
Which report answers which question, and how to export or schedule them.
Overview
Counter and payment reports show counter sales, cashiers, shifts and payments for any period, with export and scheduled e-mails.
The reports
Open Reports in the menu. Each report has a period, its own filters, CSV export and Schedule e-mail.
| Report | Group | What it answers |
|---|---|---|
| Counter sales | Sales | Every counter bill: outlet, counter, cashier, how it was paid, total, returned |
| Counter sales by staff | Sales | Bills, sales, average bill and cash, UPI and card taken per cashier |
| Shifts | Sales | Each shift: opening cash, expected and counted cash, difference |
| Counter bills made offline | Sales | Bills made without internet, and any with a missing or repeated UTR |
| Payments received | Payments | Every payment and refund with UTR, RRN, gateway ID and machine; filter by mode and Confirmed by |
| Payments by day | Payments | Payments per day, outlet and mode, less refunds, to compare with your bank |
Good to know Some reports need Advanced reporting. Ask your O2M account manager.
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