POS & Sales Reports

Overview

The Rewardly POS report group in the admin console is where you read back what your tills did — sales by payment type, cash reconciliation per shift, best-selling items, discounts given, and PayNow transfers received. Every report here draws on orders rung up on the POS tablet, so the figures reflect exactly what your cashiers tendered.

You'll find them in the sidebar under Rewardly POS. There's nothing to set up — each report is a screen with a filter bar and a table you read or export.

Scope

Most reports share the same filters — date range, outlet, outlet register, and channel — so once you've learned one, the rest read the same way. A couple are restricted: Manual PayNow Report is superAdmin-only.

How it works

Each report is a custom screen with a filter bar across the top. Pick your date range (quick ranges — Today, Yesterday, This Week, This Month, Last Week, Last Month — or a custom from/to), then narrow by outlet, outlet register (till), and where relevant channel and member type, and the table redraws.

Two settings configured elsewhere shape every figure on these screens:

• Cash rounding — the rounding mode and value on the Outlets → Edit outlet → Order tab round cash totals, which flow through to the reports.
• Service charge — the service-charge type and rate on the same Order tab decide what lands in the Service charge column.

So if a total looks off, check those two settings first. See Cash Rounding for the rounding rules.

Three-month export cap

The Orders export (from the Orders list, not the report screens) needs both a from and a to date and a range of three months or less — a warning blocks the export otherwise. Split a longer period into quarterly exports.

The reports

Sales Summary

Your headline takings report. Sales totalled across the period, broken down however you slice it.

/rewardlyPos/salesSummary — Rewardly POS → Sales Summary.

Filter	What it does
Payment types	Limit to specific tenders (cash, card, points, …).
Interval / Hour	Group rows by interval or by hour of the day.
Quick range	Today / Yesterday / This Week / This Month / Last Week / Last Month, or a custom from/to.
Outlets	One branch or all.
Channel	All Channels, Online, Kiosk, or Grab.
Member type	Member vs non-member sales.
Outlet register	A single till.

Key columns: Date / Hours, Total, Discount, Service charge, Delivery fee, Gross, and Final Total, with Grand Totals at the foot. The split between member and non-member, and between online and in-store channels, is the report's main job — use it to see how much of the day came through loyalty members or off the kiosk.

Shift Report

The cash-and-sales reconciliation report. One row per shift, so you can see whether the till balanced.

/rewardlyPos/shiftReport — Rewardly POS → Shift Report.

Column	What it shows
Open Shifts	Shifts still open.
Opened / Closed	When the shift opened and closed.
Opened By / Opening Manager	Who opened it.
Opening Cash / Closing Cash	The float counted in at open and the cash counted at close.
Total Sales / Gross Sales / Net Sales	Sales totals for the shift.
Delivery Sales	Delivery revenue.
Final Total	The shift's final figure.
Unaccounted Orders	Orders not tied to a shift (orphans) — investigate these.

This report pairs directly with the POS tablet's shift open/close. A cashier opens a shift with a counted float and closes it with the counted cash; that's what fills the Opening Cash and Closing Cash columns here. See Registers & Shifts for the cashier's side.

Two register settings affect the cash side:

• Show Expected Cash Total in Till on Shift (Outlet Register setting) — when on, the cashier sees the expected till total at close, which feeds the reconciliation.
• Shift cash threshold (Outlet Register setting) — the allowed variance between counted and expected cash before the POS refuses the close.

Create Xero report

The Shift Report has a Create Xero report action that pushes the shift's sales, tax, service charge, rounding, and payment figures into Xero using your account mapping. Connect Xero and map your accounts first — see Xero Integration.

Sales by Item / Modifier / Category / Member

Four sales breakdowns, each at a different grain:

Report	What it shows
Sales by Item	Units and revenue per product — your best-sellers.
Sales by Modifier	Sales attributed to each modifier option (extra shot, oat milk, …).
Sales by Category	Sales rolled up by product category.
Sales by Member	Sales attributed to each loyalty member.

They share the standard outlet / register / channel / date filters. Use Sales by Item for menu decisions, Sales by Category for the high-level mix, and Sales by Member to see who your biggest spenders are.

Payment Report

Payments grouped by tender type — cash, card, points, store credit, and so on — with tax and totals per group and overall. This is the report you reconcile against your card-machine settlements and bank deposits. It respects the same outlet / register / date filters.

PayNow Report

Each PayNow transaction taken at the POS, so you can match them against your bank. SG-focused, since PayNow is a Singapore transfer scheme.

/rewardlyPos/report-paynow — Rewardly POS → PayNow report.

Manual PayNow Report

A reconciliation view for manually matched PayNow transfers — the ones a cashier ticks off against an incoming notification rather than an integrated terminal.

superAdmin only

The Manual PayNow Report (/rewardlyPos/report-manual-paynow) is visible to superAdmin users only. If you can't see it in the Rewardly POS menu, that's why — ask Rewardly support if you need it.

Discount Report

Every discount and voucher discount given over the period, split into program discounts (rules you configured) and manual open discounts (a cashier keying in a one-off), with totals. Use it to see how much margin you're giving away and through which channel.

/rewardlyPos/discountReport — Rewardly POS → Discount Report.

Bottle Parking Report

For bars and lounges that hold members' bottles. This report lists bottles parked and used so you can audit what's still in the rack against what each member has drawn down.

/rewardlyPos/bottleParkingReport — Rewardly POS → Bottle Parking Report. The bottle-keeping feature itself — how staff park and draw bottles at the counter — lives in Bottle Keeping.

AI Report Builder

Ask for a report in plain English and have it built for you. Instead of picking a fixed report and filters, you describe what you want — "weekend coffee sales by outlet last month" — and the AI Report Builder generates it.

/rewardlyPos/aiReport — Rewardly POS → AI Report. This is part of the same natural-language tooling as Ask AIstein; reach for it when none of the fixed reports above frames your question exactly.

Default setup

Bean & Brew example: at close on a Sunday, the owner opens Rewardly POS → Shift Report, picks This Week and the one outlet, and checks the Closing Cash against Opening Cash plus the cash row of the Payment Report. Then Sales Summary with channel All Channels and member type toggled shows that members drove most of the weekend's takings — exactly what the Beans programme is meant to do.

There's nothing to configure on these screens. The two things that do need to be right beforehand both live on the Outlets → Edit outlet → Order tab:

1. In the sidebar open Outlets → Edit outlet → Order tab and confirm your Rounding Settings (mode and value) so cash totals round the way you intend.
2. On the same tab, set your Service Charge Type and rate so the Service charge column reflects reality.

With those right, every report below reads true. To export, open a report, set the date range and outlet, and use its export control.

Reference

There's nothing to install or switch on for this group — the reports populate themselves from POS orders. For the order-by-order detail behind these summaries, and for the payment side, see:

• Order Management — the full list of orders the figures roll up from.
• Payment Reports — the PaymentOS view of money taken, by tender.

Related

• Registers & Shifts — the POS-side shift open/close that the Shift Report reconciles.
• Order Management — order-level detail behind every figure here.
• Payment Reports — money taken by tender, on the PaymentOS side.
• Cash Rounding — the rounding rules that shape these totals.
• Xero Integration — where the Shift Report's Xero export lands.
• Bottle Keeping — the feature behind the Bottle Parking Report.