How to use Advanced Reports in the POSable Backoffice

Your POSable reports are in the dashboard under Advanced Reports. It’s a dropdown menu with 12 reports: Sales Reports, Accounts Reports, Employee Reports, Device Reports, Item Reports, Categories Reports, Payment Type Reports, Tips Reports, Health & Safety Reports, Age Verification Logs, Loyalty Reports and Deliveries Reports. Choose a report, pick your dates, and you can then read, export or email the results. Your end-of-day Z Report is separate: open Sales, select the date and open the day summary. This guide is for owners, managers and assistant managers who check takings, staff sales and till performance, or send figures to an accountant.

Important:

  • Only managers and assistant managers can see reports.
  • The Z Report is under Sales, not Advanced Reports. Open Sales, select the date and open the day summary.
  • The Z Report doesn’t reset at midnight. It covers everything since the till was last closed, so close the till at the end of each trading day.
  • There’s no X Report. To check takings during the day, use Advanced Reports.
  • Sales reach the dashboard when the till syncs, automatically every 5 minutes. A till that’s offline sends its sales when it’s back online.

Why it matters

  • Everything in one place. Sales, staff, tills, products, payments and compliance logs are all under one menu.
  • See each till and each person. Device Reports break sales down by till, and Employee Reports show each staff member’s sales.
  • Less work for your accountant. Export reports for any date range, or have them emailed.
  • Proof for inspections. Health & Safety checks and age verification checks are logged and kept with the rest of your POSable data.

Advanced Reports at a glance

ReportWhat it shows
Sales ReportsYour sales, compared with the same period last year, including tax
Accounts ReportsTotal sales, net, VAT, cost, gross and net profit, average sale and average profit on return (POR), with every transaction listed
Employee ReportsSales by staff member
Device ReportsSales by till. This is where you filter by till
Item ReportsSales by product
Categories ReportsSales by category
Payment Type ReportsRevenue, share of revenue and refunds for each payment method
Tips ReportsTips taken with card payments (Gravity Payments, US)
Health & Safety ReportsHealth & Safety checks completed by staff in the Shop Floor app
Age Verification LogsEvery age check on the till, by device: passed or failed, and approvals
Loyalty ReportsLoyalty activity, top customers, offer performance and the impact of loyalty discounts
Deliveries ReportsDeliveries recorded in POSable
AI.MEE REPORTS (AI plans)AI analysis of your business. See How to use AI.MEE reports

Note: The Z Report isn’t in Advanced Reports. It’s under Sales. See The Z Report and closing the till below.

Step-by-step: run a report

1. Log in to the dashboard

Go to https://dashboard.posable.co.uk, or click Login on posable.co.uk, and sign in with a manager or assistant manager account.

2. Open Advanced Reports

Click Advanced Reports in the menu. The dropdown lists every report.

POSable dashboard Advanced Reports dropdown listing Sales, Accounts, Employee, Device and other reports
Advanced Reports in the POSable dashboard menu

3. Choose the report

Pick the report you need from the table above. For example, choose Device Reports to see one till, or Employee Reports to see a staff member’s sales.

POSable Device Reports screen showing sales broken down by till
Device Reports show sales by till

4. Choose your dates

Set the date range, for example today, last week, a month or your VAT quarter. Each report has its own variation of date options to choose from. For example, the accounts reports has a date range picker.

POSable Accounts Reports with a date range picker
Accounts Reports with a date range picker

5. Read the results

Check the figures on screen. In Device Reports, filter by till to see one till’s sales.

6. Export or email the report

Export the report to keep a copy or send it to your accountant. Reports can also be emailed or scheduled, so you get your figures without logging in.

Tip: For your VAT return, export Accounts Reports for the quarter. See Can I export data from POSable for my accountant?

Which report do I need?

I want to…Use
Check today’s takings before closingSales Reports or Device Reports for today
Get the end-of-day Z ReportSales → select the date → day summary
Compare this year with last yearSales Reports
Give my accountant VAT and net figuresAccounts Reports
See how much each staff member soldEmployee Reports
Check one tillDevice Reports, filtered by till
Find my best and worst sellersItem Reports and Categories Reports
Match card takings with my card provider’s payoutsPayment Type Reports
See staff tips (US, Gravity Payments)Tips Reports
Show an inspector my fridge temperature and cleaning checksHealth & Safety Reports
Show a licensing officer our age checksAge Verification Logs
See if my loyalty offers workLoyalty Reports

The Z Report and closing the till

The Z Report is your end-of-day report for each till. It shows totals for cash, card, refunds, net sales, deposits and till floats, and you can print it or email it.

POSable Z Report day summary opened from Sales
The Z Report is the day summary under Sales

To find it: open Sales in the dashboard menu, select the date, and open the day summary. It isn’t in Advanced Reports or Accounts Reports.

  • It runs from close to close. The Z Report period resets when the till is closed, not at midnight. If you trade past midnight, everything up to closing is on the same Z Report.
  • Close the till at the end of each day. Logging out at the end of the day closes the till. If a till isn’t closed, its next Z Report will include more than one day.
  • Sync before you close, so every sale is included. Tap the sync icon next to Log out on the till.
  • No X Report. For figures during the day, use Sales Reports or Device Reports for today’s date.

Compliance logs

Health & Safety Reports. You set up Health & Safety checks in the dashboard, such as fridge and freezer temperatures, cleaning and hygiene, and staff complete them in the Shop Floor app. The results appear in Health & Safety Reports. On AI plans, Health & Safety records can be exported as CSV, Excel or PDF for audits. See How to use the POSable Shop Floor app.

Age Verification Logs. Every age check made on the till is logged by device. The log shows whether each check passed or failed, and whether it needed a supervisor’s approval. See Essential guide to age verification on the POSable till.

Troubleshooting

I can’t see Advanced Reports

  • Reports are only visible to managers and assistant managers. Ask the account owner to check your access in Dashboard Users.

Today’s sales are missing

  • Tills sync with the dashboard every 5 minutes. To send sales straight away, tap the sync icon next to Log out on the till.
  • Check the till is online. An offline till keeps selling and sends its sales once it’s back online.

I can’t find the Z Report in Advanced Reports

  • The Z Report isn’t in Advanced Reports. Open Sales, select the date and open the day summary.

My Z Report covers more than one day

  • The till wasn’t closed at the end of the previous day. The Z Report runs from one close to the next, so close the till at the end of every trading day.

I can’t find one till’s sales

  • Use Device Reports and filter by till. Give your tills clear names, such as Counter or Hatch 1, in App Devices so they’re easy to tell apart.

There’s nothing in Tips Reports

  • Tips are taken on the card reader with Gravity Payments (US). If you use another card provider, there won’t be any tips to report.

A Health & Safety check is missing

  • Check it was set up in the dashboard and that staff completed it in the Shop Floor app.

Still stuck?

Frequently asked questions

Where are reports in the POSable Backoffice?

Under Advanced Reports in the dashboard menu. It’s a dropdown with Sales, Accounts, Employee, Device, Item, Categories, Payment Type, Tips, Health & Safety and Loyalty Reports, plus Age Verification Logs and Deliveries Reports.

Can I see sales for just one till?

Yes. Open Advanced Reports, choose Device Reports and filter by till.

Can I see how much each staff member sold?

Yes. Employee Reports show sales by staff member.

Where is the Z Report in POSable, and does it reset at midnight?

It’s under Sales, not Advanced Reports: select the date and open the day summary. It doesn’t reset at midnight. It covers everything since the till was last closed, so close the till at the end of each trading day.

Is there an X Report in POSable?

No. To check takings during the day, open Advanced Reports and choose Sales Reports or Device Reports for today’s date.

Can I export or email POSable reports?

Yes. Reports can be exported, and they can also be emailed or scheduled. The Z Report can be printed or emailed.

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