Keep an eye on your Retail POS store, even when you’re not there. The Reporter app for Android puts your store’s data right in your pocket, giving you the peace of mind to step away without missing a beat.
Signing in to the Reporter app
Once downloaded, admin and manager users can sign into the Reporter app. Follow the steps below to sign in:
- Navigate through the welcome screen using the Next button to progress.
- Enter your store name and tap Next.
- Enter your username and password and tap Sign in.
Only admin and manager users can sign into the Reporter app. Cashier users will need to be upgraded to admin or manager status to gain access to the Reporter app.
Reporting with the home dashboard
Once signed in, Reporter gives you full access to the Retail POS Home dashboard, which correlates core retail metrics into charts that display day-to-day data to track sales.
These can be filtered by Today, This Week and This Month time periods by selecting the this X... drop-down menu
You can also filter by outlet, with the default set to All Outlets, by selecting the in X... drop-down menu.
The default display is made up of My Sales Performance, Gross Profit and Top Products Sold metrics.
More can be added and removed by taping Show More Retail Metrics. Here you can select displays for Revenue, Sales with Customer, Sale Count, Average Sale Value Average Items per Sale, Discounted, and Top Sales People.
Once you've made your selection, tap Update dashboard.
Each of these metrics is calculated from a specific report in Retail POS. You can tap View Report on each metric display to be taken to the full report for more comprehensive data.
To learn more about each metric and how to make the most of these, refer to our Advanced Retail Metrics on the Home Dashboard article.
To refresh the reporting data, tap the refresh icon on the top right.
Viewing sales history
Using the Sales history tab, you can view all your sales in chronological order, from newest to oldest. Each sale will show the day and time, the amount, and a status tag for sales that are on account, layby, or unfulfilled.
Clicking on a sale will open the details, where you can view day and time, receipt number, customer, user, status, sale details, and payment information.
You can filter sales by tapping the filter button at the top right of the page. Configure your search criteria for status, outlet, user, customer or by receipt number and tap Search.
You cannot void, edit, process a return, or export sales data through the Reporter app.
Monitoring user activity
Using the Activity tab, you can review account login activity by Retail POS users.
This allows you to monitor which users are signing in to your Retail POS account, when they are signing in and the details of the login, including IP address and device information.
Listed in chronological order from newest to oldest, each login activity is recorded by date and time, with the username and display name.
Tapping a specific login activity will display additional information including IP address, Device, Operating system and Browser.
For further information on monitoring login activity in Retail POS, refer to the Tracking user logins in Retail POS (X-Series) article.
Adding reporter widgets to the home screen
The reporter widgets can be configured to display Revenue, Gross profit, Total cost, Total tax, Total discount, and Sale count metrics, each with time ranges configurable to Today, This week, or This month.
The default Revenue metric widget is available on all plans. Additional metric widgets are only available to retailers on Pro, Advanced and Enterprise plans. To learn more about plans and pricing, click here.
Add a widget on Android
- On an Android home screen, touch and hold an empty space.
- Tap Widgets.
- Locate and tap Reporter, tap the widget and tap Add.
- Select the Metric type and Time interval from the drop-down menus.
- Tap Save.
Once the widget is added to your home screen, tap and hold the widget to move and resize the widget as desired. You can also access settings to change the Metric type and Time interval as desired.
For further information about Android widgets in general, refer to the Android Help Center.
Additional Retail POS functionality
Additional Retail POS functionality, such as Reporting, Catalog, Inventory, Customers, and Setup, can be accessed via the Menu navigation for monitoring and review purposes.
Sales cannot be processed using Reporter and the Sell screen is not accessible via the Menu.
Looking for the iOS version of the Reporter app? Refer to our Using the Reporter (X-Series) app for iOS article for further information and to download.