You can access reports in Retail POS at any time, and you may want to customize them. You can merge or customize this data by exporting it to a spreadsheet. Retail POS includes several types of reports. Learn how to export each type.
Sales history
The first type of report many people choose to export is the Sales history report.
- Navigate to Sell > Sales history to access it
- (Optional) Use the Status, Customer, Receipt, or Note dropdown menus to filter the results.
- (Optional) You can also click More filters to narrow the data by Outlet, User, and Date.
- Click Search to narrow the results.
- Click Export List to download the CSV.
Sales, Inventory, Payment, and Tax reports
To export sales, inventory, payment, and tax reports, click the Reporting tab from the side navigation menu, and select the type of report you want to export. For example, click Sales report.
The report export method is nearly the same for sales, inventory, payment, and tax reports. After selecting the report type, use the filters to specify the report type, measure, date range, and comparison.
Click More filters to further narrow your selection by including or excluding a keyword. For sales reports, you can use the Include Gift Card Sales toggle to include or exclude gift card sales.
Click Export report to download the report as an XLSX or CSV file that can be opened in a spreadsheet application such as Excel or OpenOffice.
SKUs that are more than 14 characters long or have a leading 0 are often altered when exported as a CSV file. Export the report as an XLSX format to prevent this error.
Register closures
The Register closures report is accessed by navigating to Reporting > Register closures and selecting Export CSV at the top right of the page. This will automatically download the CSV.
Lightspeed Payments
The Lightspeed Payments report is available only to retailers integrated with Lightspeed Payments.
To access the Lightspeed Payments report, navigate to Reporting > Lightspeed Payments.
You can access individual payments by clicking the Payments tab or access deposits by clicking the Payouts tab. For more information on the Lightspeed Payments report, refer to the Reporting with Lightspeed Payments article.
The Payments Report and Payouts report can be exported by clicking the Export button.
Maximizing the export report tool
Below are a few suggestions on how to make the most of the Retail POS Export report tool.
Comparing and merging reports
Comparing reports, where available, is streamlined when using the Export report tool. Not only will you be able to look at multiple exported reports side by side, but you can also merge these reports to benchmark their values against one another.
Keeping a running record of your stock on hand
While Retail POS Reporting does cater for historical inventory records, you may still want to keep a regular record of your stock on hand over a certain period. By frequently exporting On-hand Inventory reports, you'll be able to maintain a running record of your inventory levels.
Creating customized graphs
You can also look into using this exported data to create your graphs in your spreadsheet application.
What's next?
Reporting with Lightspeed Payments
Access all payments processed through Lightspeed Payments.
Exporting your account data from Retail POS (X-Series)
Export your account data from Retail POS.