Reports¶
Four tabs on one screen: Daily, Summary, Revenue, Ask AI.
Where: menu → Sales → Reports. Appears only if reporting is turned on for your site.
All four read your own figures, for this shop only, and every date is your shop's local date. A day runs midnight to midnight.
Daily¶
One day in detail. Pick the day with the date selector at the top.
The two totals are not the same number¶
This catches people out, so read it once:
| Figure | What it is |
|---|---|
| Orders value | What you sold. The sum of every order's total. |
| Total Revenue | What you took: cash, plus card including its fees. |
On-account sales are in Orders value and not in Total Revenue. Anything pre-paid or put on an account is deliberately left out of Total Revenue, because that money did not move today. If you sell on account and the two figures differ, that is the reason, and nothing is wrong.
The rest of the top row¶
| Figure | What it is |
|---|---|
| Items Sold | Quantity, not lines. Weighed goods count as their real weight, so 1.5 is 1.5. |
| Avg Order | Orders value ÷ order count |
| Items/Order | Items ÷ order count |
| Wastage | Cost of what was written off. Kept separately from sales, not deducted from them. |
The sections below¶
- Hourly performance trends — order value, order count and average order through the day, plus Peak Revenue, Busiest Hour and Active Hours.
- Payment methods — cash against card, with each as a share of the total. Card + fees is labelled that way because it includes the fees.
- Items breakdown, Top performing items, Category performance — the summary card names the top three, the chart shows the top ten. Long names are shortened on the chart.
- Wastage by category — same shape, in the category's colour darkened.
Summary¶
A week, a month or any dates at a glance, for KPI meetings and month-end.
Choose This week, Last week, This month, Last month, or Pick dates for any stretch you like. Weeks start Monday. "This week" and "This month" run up to today.
At a glance¶
| Figure | What it is |
|---|---|
| Sales | What you sold, with discounts already taken off. The same as Orders value on Daily. |
| Number of sales | How many sales were rung up. |
| Average sale | Sales ÷ number of sales. |
| Items sold | Quantity, as on Daily. |
Under each figure are two comparisons, with the change in green or red:
| You chose | First comparison | Second |
|---|---|---|
| This week | The same days of last week | The same days of that week last year, Monday lined up with Monday |
| Last week | The week before | That week last year, Monday lined up with Monday |
| This month | The same dates last month (1-15 Oct against 1-15 Sep) | The same dates last year |
| Last month | The month before | The same month last year |
| Your own dates | The same number of days just before | The same dates last year |
So a part-week or part-month is always compared with the same part, never with a whole one. No sales means nothing was recorded then, often because it was before you started using Posuku.
The sections below¶
- How customers paid: the money you took, cash against card, as an amount and a share. Counted the same way as Revenue: card includes online payments and the card surcharge, card cash-outs are not counted, and sales put on account and vouchers spent are left out (that money is counted on the day it comes in). So the two here can add up to a little more or less than Sales.
- Busiest days: sales for each day of the week. Where that day came up more than once (a month has four or five Saturdays), it also shows the average for one of them.
- Busiest hours: sales and the number of sales for each hour you traded.
- Best sellers: the top ten products by sales, with how many sold.
- Categories: the top eight categories by sales.
Share, print or open in a spreadsheet¶
- Share or print makes a PDF of everything on the screen, comparisons included. On a tablet or phone it opens the share sheet, which has email, messaging apps and Print. In a browser it downloads.
- Spreadsheet makes a CSV file that Excel, Numbers and Google Sheets open, for copying into a KPI sheet you already keep.
Good to know¶
- Summary counts every sale, whether or not the day was cashed up.
- Sales from the last 15 minutes may not be in yet.
- It needs a connection.
Revenue¶
The money you took, day by day, against the same stretch last year. Choose 3 months, 6 months or 12 months. The chart always shows the whole stretch, so a season you were closed shows as a gap.
Revenue is cash plus card, the same as Total Revenue on Daily:
- Cash is the cash taken at the till, not the cash counted at the end of the day.
- Card includes online payments and any card surcharge the customer paid. Card cash-outs are not counted.
- Sales put on account and vouchers spent are not in it. That money comes in on another day: when the customer pays off their account, or when the voucher was bought. It is counted then, so counting it again would count it twice.
- Refunds come off the day they were given.
It counts every payment, whether or not the day was cashed up, so it can differ a little from your cash-ups. A day nobody cashed up is still there, and a cash-up that covered two days is split back into the two.
The chart draws this year solid and last year as a ghost line. The ghost is shifted forward a year so the two lie on top of each other — a point on it is last year's same date, not the date under it. Cash and card are shaded under the line.
A day with very little sold is left off the chart, so it does not look like the shop crashed. Very little means under a tenth of a usual day, like a staff purchase on a day you were closed. It is still in the totals and the table.
To zoom, pinch: on a touch screen, or with two fingers on a laptop's touchpad. With a mouse, hold Ctrl (⌘ on a Mac) and scroll. Drag to move along. Reset shows the whole stretch again. Scrolling without Ctrl always scrolls the page, even with the pointer on the chart.
Daily breakdown¶
A table under the chart: Date, Cash, Card, Day Total, plus Week Total and Month Total, which fill in on the last day of each week and month. The bottom row's week and month are still going, so their totals end in +. Weeks start Monday. Only days with sales are listed.
Good to know¶
- A sale counts once it is fully paid. A layby deposit shows when the layby is paid off.
- Sales from the last 15 minutes may not be in yet.
- It needs a connection.
Ask AI¶
Ask in plain words and get an answer with the numbers behind it.
The suggestions on the empty state are a fair guide to what it is for:
- Top 10 sellers by revenue last month
- Daily sales for the last 2 weeks
- What did discounts cost this year?
It reads your sold line items — product, category, staff, register, quantity, price and discount, with your shop's local date on each. So it answers about your sales, not about the app in general. Ask it how to use a feature and it will politely say that is not what it does.
- Revenue figures already have discounts, modifiers and adjustments taken off. Do not subtract discounts again from a number it gives you.
- Data (n rows) under an answer opens the figures it used. Copy CSV takes them all, even when the table shows only the first hundred.
- Up and down arrows in the question box recall what you asked before.
- Long or vague questions can stop early with "The assistant stopped early (too many steps)". Narrow the question and ask again.
- It needs a connection. If the connection drops it says so; tap Retry to ask again.
Good to know¶
- Switching tabs does not lose your place. The day you picked on Daily, and your conversation on Ask AI, are still there when you come back.
- Reports covers the shop you are signed in to. There is no all-shops view.
- Reports can carry a permission bar. If yours does, a staff member below it is asked for a senior PIN when they open it.