Reports

Sales by Customer Report

The Sales by Customer report provides simple customer data, to help you better understand and appeal to your customer base. The table displayed in this report is broken down by each customer and disp…

Updated 9 months ago

Sales by Payment Type Report

The sales by payment type report gives you a general overview on how your customers are purchasing product within your store. This report provides a stacked bar graph showing a day-by-day breakdown o…

Updated 9 months ago

How to View the Merchant Level Profit Report

The merchant-level profit report is an easy-to-use, detailed profit report containing every product sold across all venues within your merchant account. This report is broken up into 2 separate secti…

Updated 38 seconds ago

Sales by Month Report

The Sales by Month report tracks various sales metrics over time, to help you better identify long-term trends. In order to run this report first set the start and end month date that you wish to see…

Updated 9 months ago

Merchant Dashboard Reports

The Merchant dashboard provides a general overview of all venues under the merchant account. This includes merchant-wide data such as net sales and sales count, as well as venue-specific data. This d…

Updated 36 minutes ago

Inventory Values Report

The Inventory Values report displays inventory quantities across all products to help you better track your inventory on hand. At the top of the page, you will find a simple table breaking down the r…

Updated 6 days ago

Sales by Hour Heat Map

The sales by hour heat map provides a visual representation of sales by hour for each day of the week. The chart is great for helping identify peak sale hours by day of week when considering staffing…

Updated 9 months ago

Custom Sales Reports

Welcome to a new age of reporting! POSaBIT is thrilled to release custom sales reporting with the ability to build all the sales reports you desire. In this article, you will learn all the ins and ou…

Updated 6 days ago

How To Use the OMMA Report

The OMMA report allows users to automatically generate the data required for the Oklahoma OMMA report based on data within the POSaBIT system. This article will explain how to navigate to the OMMA re…

Updated 9 months ago

How to fix missing "Metrc Categories" for OLCC Report

The new OLCC report allows users to automatically generate the OLCC report based on data within the POSaBIT system. However, in order to properly run this report, POSaBIT requires that you assign the…

Updated 9 months ago

Merchant Sales by Month Report

The merchant sales by month report provides a long term look of sales across all venues. This report tracks various sales metrics over time, to help you better identify long-term trends. You can quic…

Updated 9 months ago

Inventory Values by Age Report

The Inventory Value by Age report tracks the total cost of product types by age, to help you sell the right products before they get to old. The diagram displayed on this page breaks down the cost of…

Updated 9 months ago

How to Use the Metrc Discrepancy Report

The Metrc discrepancy report is a helpful tool that allows you to easily compare your POSaBIT inventory to your Metrc inventory. This report is designed to help you quickly identify any ways in which…

Updated 9 months ago

Sales by Employee Report

The Sales by Employee report tracks different employee metrics to help you better understand how your employees are performing. The table displayed in this report provides a breakdown of each employe…

Updated 6 days ago

Inventory Value History Report

The Inventory Value History report tracks the total costs vs. retail price of products sold, so you can better monitor your profits. The diagram at the top of the page displays the total costs and re…

Updated 9 months ago

Sales by Product Tags Report

The Sales by Product Tags report provides you with various data visuals, to help you track sales of tagged products, over any date range. On this report page, you'll find a two charts, along with a c…

Updated 9 months ago

Sales by Supplier Report

The Sales by Supplier report provides you with a sales summary of totals by supplier, over any given date range. On this report page, you'll find a stacked bar graph showing sales by day, a pie chart…

Updated 9 months ago

Merchant Sales Summary Report

The merchant sales summary report is intended to give you a better understanding of the entire company as a whole. At the top of the screen, you will find a basic sales graph. This graph can be toggl…

Updated 9 months ago

Sales by Product Report

The Sales by Product report has two report options. There is a Legacy report and a V2 Report. The two reports show a sales summary of totals by product, over any given date range, but the V2 report a…

Updated 6 days ago

Merchant Sales by Product Type Report

The merchant sales by product type report provides you with an overview of product sales by type for each venue. At the top of the page, you will find an interactive stacked bar graph, that gives you…

Updated 9 months ago

Sales Tax Summary Report

Under the Sales Tax Summary report, input a date range, and then search to generate tax totals for any given time frame. Each individual tax is broken out by: Applicable sales (net sales). Tax collec…

Updated 6 days ago

Sales by Product Family Report

The Sales by Product Family report provides you with a sales summary of totals by product type, over any given date range. On this report page, you'll find a pie chart and a condensed data table full…

Updated 9 months ago

Sales by Day Report

The Sales by Day report tracks various sales metrics over time, to help you better identify long-term trends. At the top of the Sales by Day page, you will find an interactive line graph to help spot…

Updated 9 months ago

Inventory Manifests Report

The Inventory Manifests report is a useful way to keep an eye on any manifests your venue has recently accepted. The table on this report displays all accepted manifests within the selected time fram…

Updated 6 days ago

Inventory Reorder Report

Inventory Reorder report helps you stay on top of your inventory, giving you product data such as velocity, avg. daily sales and units on hand. This report is designed around common supply chain oper…

Updated 9 months ago

Sales by Product Type Report

The Sales by Product report provides you with a sales summary of totals by product type, over any given date range. At the top of the Sales by Product page, you will find an interactive bar graph, th…

Updated 9 months ago

Sales by Product Brand Report

The Sales by Product Brand report provides you with a sales summary of totals by brand, over any given date range. On this report page, you'll find a stacked bar graph showing sales by day, a pie cha…

Updated 9 months ago

Sales Summary Report

The Sales Summary Report is a great way to monitor a general overview of your venue. Sales Summary tracks total sales using a dynamic graph that is adjustable using filters to set a time frame, speci…

Updated 1 week ago

How To Use the OLCC Report

The new OLCC report allows users to automatically generate the OLCC report based on data within the POSaBIT system. This article will explain how to navigate to the OLCC report as well as how to prop…

Updated 9 months ago

Sales Profits Report

The Sales Profit Report provides a detailed list of products sold, including the amount sold, cost, price, and profit. Legacy Report. This report is extremely useful when identifying which products p…

Updated 6 days ago

Merchant Sales by Day Report

The merchant sales by day report provides a detailed display of sales across all venues. This report tracks various sales metrics over time, to help you better identify long-term trends. At the top o…

Updated 9 months ago

How to Set up Scheduled Reports

Automate Your Report Deliveries with POSaBIT. Managing your business insights has never been easier with POSaBIT's Report Scheduling and Report Inbox tools. These features allow you to automate repor…

Updated 5 months ago

Sales by Discount Report

The Sales by Discount Report tracks the usage of different discounts to help you better understand what discounts are being utilized the most. Within this report, there are seven different variations…

Updated 6 days ago

Sales by Customer Tag Report

The Sales by Customer Tags report provides you with various data visuals, to help you track sales of different customer tag groups. On this report page, you'll find a line chart showing sales over ti…

Updated 9 months ago

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