Hi. How can we help?

Basic and advanced reporting in Retail POS (X-Series)

Reporting in Retail POS gives you access to real-time data and reports on your business for all outlets across web, iOS, and Android. Retail POS offers two types of reporting—basic reporting and advanced reporting. Which type you have is based on your Retail POS plan.

With basic reporting, you have everything you need to understand how your business is performing across all your outlets.

With advanced reporting, however, you have a more complete and detailed view of your business. The different metrics available on advanced reports empower you to draw insights and make more informed decisions about revenue, profitability, and inventory performance.

Advanced reporting also gathers insights on your product and selling strategy. These insights, in turn, help you increase sales, improve staff performance, and make more informed purchasing decisions.

You can learn more about your plan availability, the difference between basic reporting versus advanced reporting, and what's included in basic reporting and advanced reporting in the sections below.

Plan availability

Whether you have basic or advanced reporting depends on your plan and add-on features. To see what plan you’re on, go to Setup > Billing. Retail POS will display your plan in the following message: You’re currently on the X plan.

Our current plans are Lean, Standard, and Advanced. Basic reporting is included with Lean and Standard, while the Advanced plan includes advanced reporting. 

If you’re an existing customer, you may be on one of our discontinued plans: Lite, Pro, or Enterprise. Basic Reporting is included with Lite (with some exceptions), while Pro and Enterprise plans include Advanced Reporting. 

Advanced Reporting is also available as an add-on for the current Lean and Standard plans. If you would like Advanced Reporting but are on a discontinued Lite plan, you will have to switch to a current plan.

For more information on plans and pricing, please see our pricing page

Basic reporting vs. advanced reporting

Below are the key reports available for basic reporting and the additional reports available with advanced reporting. You can learn more about each individual report in the basic reporting and advanced reporting sections below. 

Basic reporting

  • Home dashboard
  • Sales reports:
    • Sales history
    • Sales summary
    • Customer groups
    • Promotions
    • Sales channels
  • Report measures:
    • Sales count
    • Revenue
    • Revenue (including tax)
    • Gross profit
    • Margin (%)
    • Discounted
    • Discounted (%)
    • Tax
  • Payments reports
  • Lightspeed Payments reports
  • Register closures
  • Gift card report
  • Store credit report
  • Tax rate report

Advanced reporting

All basic reporting reports plus:

  • Customizable home dashboard
  • Retail dashboard
  • Additional sales reports:
    • Products
    • SKU name
    • Users
    • Customers
    • Brand
    • Supplier
    • Product type
    • Tag
    • Variant attribute
    • Register
    • Outlet
  • Additional report measures:
    • COGS
    • Return count
    • Return (%)
    • Customer count
    • Sales with customer (%)
    • Items sold
    • Average items per sale
    • Average sale value
    • Average sale value (including tax)
    • First sale date
    • Last sale date
  • Ability to compare periods (date or period)
  • Inventory reports:
    • Summary
    • Replenishment
    • Performance
    • Inventory types reports

Basic reporting 

     Plan availability

  Lite (with some exceptions)   Pro   Enterprise    |     Lean   Standard    Advanced  

 

Here's what's included with basic reporting. 

Home dashboard

From the home dashboard, you can see your business performance at a glance. All managers and admin users can see this dashboard. This gives them instant access to your most important sales metrics for your day, week, or month. These sales metrics include:

  • Sale values (with comparison to the previous period)
  • Average sale value (with comparison to the previous period)
  • Average items per sale (with comparison to the previous period)
  • Gross profit
  • Revenue

Home-Dashboard-Page.png

Sales reports

Sales reports provide you with a simple summary of your sales over a specified date range. This allows you to easily see your best-performing promotions, customer types, and sales channels.

These sales reports include:

  • Sales history
  • Sales summary
  • Customer groups
  • Promotion (not available on Lite plan)
  • Sales channel (not available on Lite plan)

Sales-Report-Report-Type-Filter.png

With basic reporting, you can also see the following measures (not available on Lite plan):

  • Sales count 
  • Revenue
  • Revenue (including tax)
  • Gross profit
  • Margin (%)
  • Discounted
  • Discounted (%)
  • Tax

This allows you to monitor discounts and margins, track profit and revenue, and easily record tax costs.

Payments reports

Payments reports allow you to see and export a breakdown of all payment types over a selected period. With basic reporting, you have access to the payment types report.

Payments-Report.png

Lightspeed Payments

If you have Lightspeed Payments, you have access to the Lightspeed Payments report. It allows you to see payout, fees, and transaction amounts for accurate reconciliations.

Lightspeed-Payments-Merchant-Portal-Main.png

Register closures

With the register closure report, you can easily check your cash and credit totals across recorded sales. This gives you a snapshot of the day's activity.

Register-Closure-Summary.png

Gift cards

The gift card report (not available on Lite plan) helps you keep track of your gift card liability and easily check gift card balances across all locations.

Gift-Card-Report-Page.png

Store credit

Use the store credit report to track any store credit issued and check a customer's store credit balance across all locations.

store_credit_report.png

Tax rate

With the tax rate report, you can easily track all tax types across all locations to easily handle monthly, quarterly, or end-of-financial-year reviews.

Tax-Report.png

Advanced reporting

     Plan availability

  Pro   Enterprise    |     Advanced    |     Add-on for Lean and Standard  

 

Advanced reporting includes all the reports in basic reporting plus the reports and options listed below.

Home dashboard

Advanced reporting includes options for you to customize your home dashboard. You can add additional metrics, such as average sale value, discounts or top products sold under Things to know. This allows your store managers to quickly see the most important metrics throughout the day and make smarter decisions on the shop floor.

home_dashboard.png

Retail dashboard

The retail dashboard allows managers and admin users to easily see key performance metrics for your business across all or selected outlets. This dashboard also lets you easily see trends across days, weeks, or months so you can make more informed decisions about your business.

Retail-Dashboard-Page.png

Sales Reports

With advanced reporting, you have access to more sales reports, and you can add a comparison period to them.

image6.png

Here are the additional sales reports:

  • Products (available on Lite plan)
  • SKU name (available on Lite plan)
  • Users (available on Lite plan)
  • Customers (available on Lite plan)
  • Brand
  • Supplier
  • Product type 
  • Tag
  • Variant attribute: size
  • Register
  • Outlet

Within the reports, you can also see additional measures:

  • COGS
  • Return count (available on Lite plan)
  • Return (%)
  • Customer count (available on Lite plan)
  • Sales with customer (%)
  • Items sold
  • Average items per sale
  • Average. sale value
  • Average. sale value (including tax)
  • First sale date
  • Last sale date
  • Compare periods (same date and period)

These additional measures help you understand trends, monitor employee discounting and customer input, and set clearer store targets for their teams.

Inventory reports (available on Lite plan)

Advanced reporting includes the following inventory reports:

  • Inventory types (all, on-hand, and low)
  • Inventory summary report
  • Inventory replenishment report
  • Inventory performance report

The inventory summary report allows retailers to see your entire inventory or just products with on-hand or low inventory. You can also see brands, SKUs, outlets, suppliers, and product types. This allows you to easily compare your inventory to a previous season or promotional period or simply understand your inventory position at any time.

Inventory-Summary-Report.png

The inventory replenishment report summarises closing inventory, items sold, and days covered. It also allows you to add reorder points, reorder amounts, and other metrics to help you to stay on top of what you need to order and when. This helps you make sure you never run out of your bestsellers, estimate a cost for your purchase orders, and better understand customer demand for products.

Inventory-Replenishment-On-Hand.png

The inventory performance report allows you to compare products, product types, brands, suppliers, and SKUs. This helps inform your purchasing strategy by understanding what's selling well and what's not moving.

performance_report.png

Payments reports

With advanced reporting, you can also compare payment types across periods in the payments report.

Payments-Report-Date-Range-Specify-Period.png

Was this article helpful?

0 out of 0 found this helpful