Skip to main content
All CollectionsGetting StartedGalley
POS Reporting Page User Guide
POS Reporting Page User Guide
Updated over 4 months ago

Welcome to the POS Reporting Page of RentalTide! This guide will help you effectively navigate and utilize the reporting features available, enabling you to analyze sales data, monitor performance, and make informed business decisions.

Introduction

The POS Reporting Page is a vital component of RentalTide's Point of Sale (POS) system, designed to provide comprehensive insights into your sales performance. This page allows authorized users to:

  • View Revenue Trends: Analyze revenue over specific time periods.

  • Identify Top-Performing Products: Discover which products generate the most sales.

  • Monitor Transaction Averages: Understand the average revenue per transaction.

  • Customize Date Ranges: Filter reports based on selected date ranges.

  • Generate Reports: Create printable reports for record-keeping and analysis.

Dashboard Overview

Upon accessing the POS Reporting Page, you'll encounter the following key components:

  • Dashboard Header:

    • Title: "POS Reports"

    • Subtitle: "View detailed POS reports and analytics"

  • Filter Section:

    • Start Date Picker: Select the beginning of the date range for the reports.

    • End Date Picker: Select the end of the date range for the reports.

  • Reports Content:

    • Revenue Over Time Line Chart: Visual representation of revenue trends over the selected period.

    • Top Products Bar Chart: Displays the top-performing products based on revenue.

    • Average $ Per Transaction: Shows the average revenue generated per transaction.

  • Skeleton Loaders:

    • Displayed while data is being fetched to indicate loading states.

  • All Locations Modal:

    • Alerts users when "All Locations" is selected, prompting them to choose a specific location for detailed reporting.

Managing Reports

Efficiently manage and analyze your sales data with the intuitive features available on the POS Reporting Page. This section covers viewing different types of reports, filtering data, and generating printable reports.

Viewing Revenue Over Time

The Revenue Over Time Line Chart provides a visual overview of your revenue trends over the selected date range.

Features:

  • Dynamic Data Visualization:

    • The chart updates based on the selected start and end dates.

  • Total Revenue Display:

    • Shows the cumulative revenue generated during the selected period.

  • Interactive Elements:

    • Hover over data points to see exact revenue figures for specific dates.

Usage Tips:

  • Identify Trends: Use the chart to identify peak sales periods and seasonal trends.

  • Forecasting: Analyze past revenue trends to forecast future sales and make informed business decisions.

Identifying Top-Performing Products

The Top Products Bar Chart highlights the products that contribute the most to your revenue within the selected date range.

Features:

  • Ranked Product List:

    • Displays products in descending order based on the revenue they generate.

  • Revenue Figures:

    • Each bar represents the total revenue for a specific product.

  • Customizable View:

    • Adjust the date range to see how top products perform over different periods.

Usage Tips:

  • Inventory Management: Use insights from the top products to optimize inventory levels.

  • Marketing Strategies: Focus marketing efforts on high-performing products to maximize sales.

  • Product Development: Identify popular products to inform future product development and offerings.

Monitoring Average $ Per Transaction

The Average $ Per Transaction section provides insights into the average revenue generated from each transaction.

Features:

  • Simple Metric Display:

    • Shows a clear and concise average revenue figure.

  • Time-Based Analysis:

    • The average is calculated based on the selected date range, allowing for comparative analysis over different periods.

Usage Tips:

  • Performance Benchmarking: Compare the average revenue per transaction across different time frames to assess sales performance.

  • Sales Strategies: Implement strategies to increase the average transaction value, such as upselling or bundling products.

  • Customer Behavior Analysis: Understand purchasing patterns to tailor offerings that encourage higher spending.

Customizing Date Ranges

Tailor your reports to specific timeframes using the date pickers provided.

How to Customize Date Ranges:

  1. Select Start Date:

    • Click on the Start Date Picker and choose the beginning date for your report.

  2. Select End Date:

    • Click on the End Date Picker and choose the ending date for your report.

  3. Automatic Data Refresh:

    • Upon selecting the dates, the reports will automatically update to reflect data within the specified range.

Usage Tips:

  • Comparative Analysis: Select different date ranges to compare sales performance across various periods.

  • Targeted Reporting: Focus on specific events or seasons by selecting relevant date ranges.

  • Data Accuracy: Ensure that the start date is earlier than the end date to generate accurate reports.

Generating and Printing Reports

Create detailed and printable reports based on your analysis.

How to Generate a Printable Report:

  1. Ensure Data is Loaded:

    • Wait for all reports to load completely after selecting the desired date range.

  2. Print Report:

    • Use your browser's print functionality (usually accessible via Ctrl + P or Cmd + P) to print the page or save it as a PDF.

  3. Review Before Printing:

    • Check the print preview to ensure all necessary information is included and formatted correctly.

  4. Execute Print Command:

    • Proceed to print the report or save it as a PDF for digital records.

Usage Tips:

  • Documentation: Keep printed reports for accounting, auditing, and strategic planning purposes.

  • Sharing Insights: Distribute printed or PDF reports to team members and stakeholders to share valuable insights.

  • Record-Keeping: Maintain a physical or digital archive of reports for historical reference and trend analysis.

Permissions and Access Control

Access to the POS Reporting Page is governed by a robust permissions system to ensure that only authorized users can view and manage sensitive sales data.

Key Permissions:

  • pos_reporting_access: Grants access to view and analyze POS reports.

Managing Permissions:

  • Role-Based Access: Permissions are typically assigned based on user roles within the organization (e.g., Admin, Manager, Analyst).

  • Verification: The POS Reporting Page verifies user permissions before rendering reports and analytics to prevent unauthorized access.

Usage Tips:

  • Ensure Proper Access: Verify that your user account has the necessary permissions to access and utilize the reporting features.

  • Requesting Access: If you lack certain permissions but require them for your role, contact your system administrator or support team to request access.

Error Handling and Notifications

The POS Reporting Page incorporates robust error handling and user-friendly notifications to keep you informed about the system's status and any issues that may arise.

Key Features:

  • Snackbar Notifications:

    • Provide real-time feedback on actions such as successful data fetches, report generations, and error messages when operations fail.

  • Loading Indicators:

    • Skeletons: Display placeholders while data is being loaded to indicate ongoing operations.

  • Dialogs and Alerts:

    • All Locations Modal: Alerts users when "All Locations" is selected, prompting them to choose a specific location.

    • Error Alerts: Inform users of any failures during data fetching or report generation.

Usage Tips:

  • Immediate Feedback: Pay attention to snackbar notifications for instant updates on your actions and system status.

  • Handle Errors Promptly: Address any error messages or dialogs immediately to ensure smooth operations and accurate reporting.

  • Maintain Connectivity: Ensure a stable internet connection to facilitate seamless data fetching and report generation.

Frequently Asked Questions (FAQs)

1. How do I filter reports by a specific date range?

  • Answer: Use the Start Date Picker and End Date Picker located in the Filter Section. Select the desired start and end dates, and the reports will automatically update to reflect data within that range.

2. Why is the "All Locations" modal appearing when I select it?

  • Answer: The "All Locations" modal is designed to prevent bulk auditing and reporting across all locations simultaneously. To proceed, select a specific location from the location selector to view detailed reports for that location.

3. How can I identify which products are generating the most revenue?

  • Answer: Refer to the Top Products Bar Chart, which ranks products based on the revenue they generate. The chart displays products in descending order, allowing you to easily identify top-performing items.

4. Why is my average revenue per transaction not updating correctly?

  • Answer: Ensure that you have selected the correct date range and that all transactions within that period are accurately recorded. If the issue persists, try refreshing the page or contacting support for assistance.

5. Can I export the reports for use in other applications?

  • Answer: While the POS Reporting Page does not have a built-in export feature, you can use your browser's print functionality to save reports as PDFs. Alternatively, you can manually copy the data into other applications as needed.

6. What should I do if the reports are not loading or displaying errors?

  • Answer: Check your internet connection to ensure it's stable. Verify that you have the necessary permissions to access the reports. If the issue persists, contact RentalTide's support team with specific error details for further assistance.

7. Is the data on the POS Reporting Page secure?

  • Answer: Yes, all data displayed on the POS Reporting Page is securely transmitted and stored in compliance with data protection standards. Access is restricted based on user permissions to ensure data privacy and security.

Troubleshooting

Issue 1: Reports Not Loading or Taking Too Long to Display

  • Possible Cause: Network connectivity issues, server downtime, or large data volumes.

  • Solution:

    1. Check Internet Connection: Ensure your device is connected to the internet.

    2. Verify Server Status: Confirm that RentalTide's servers are operational. You can check the server status page or contact support.

    3. Select Smaller Date Ranges: If you're requesting a large volume of data, try selecting a smaller date range to reduce load times.

    4. Refresh the Page: Click the refresh button in your browser to reload the POS Reporting Page.

    5. Contact Support: If the issue persists, reach out to the support team with specific error details.

Issue 2: "All Locations" Modal Appears Unexpectedly

  • Possible Cause: Selecting "All Locations" triggers the modal to prompt for a specific location.

  • Solution:

    1. Select a Specific Location: Choose a single location from the location selector to proceed with detailed reporting.

    2. Understand Modal Purpose: The modal is designed to prevent unintentional bulk reporting, ensuring reports are manageable and specific.

    3. Contact Support: If you believe the modal is appearing incorrectly, contact support for further assistance.

Issue 3: Charts Are Not Displaying Data Correctly

  • Possible Cause: Data inconsistencies, API issues, or rendering errors.

  • Solution:

    1. Verify Data Integrity: Ensure that the data within the selected date range is accurate and complete.

    2. Refresh the Page: Reload the POS Reporting Page to reset chart components.

    3. Check for Updates: Ensure that your browser and any related plugins are up to date.

    4. Contact Support: If charts continue to display incorrectly, report the issue to the support team with detailed information.

Issue 4: Average $ Per Transaction Displays Unexpected Values

  • Possible Cause: Calculation errors, incorrect data entries, or system bugs.

  • Solution:

    1. Review Transactions: Ensure that all transactions within the date range are correctly recorded.

    2. Verify Date Range: Confirm that the selected start and end dates accurately encompass the intended transactions.

    3. Refresh Calculations: Reload the page to allow the system to recalculate the average.

    4. Contact Support: If discrepancies persist, notify support for a thorough investigation.

Issue 5: Unable to Print Audit Reports

  • Possible Cause: Browser restrictions, popup blockers, or printer connectivity issues.

  • Solution:

    1. Check Popup Blockers: Ensure that your browser allows popups from RentalTide to enable report generation.

    2. Verify Printer Connectivity: Make sure your printer is connected and operational.

    3. Use Browser's Print Function: Access the print feature via Ctrl + P (Windows) or Cmd + P (Mac) to print the report.

    4. Clear Browser Cache: Sometimes, cached data can interfere with printing. Clear your browser's cache and try again.

    5. Contact Support: If printing still fails, reach out to support with specific error details.

Issue 6: Error Messages When Fetching Reports

  • Possible Cause: API authentication issues, expired tokens, or server errors.

  • Solution:

    1. Re-authenticate: Log out and log back into RentalTide to refresh your access token.

    2. Check Permissions: Ensure that your user account has the pos_reporting_access permission.

    3. Verify Server Status: Confirm that RentalTide's servers are running without issues.

    4. Contact Support: Provide the exact error message to support for targeted assistance.

Related Articles
Reports Page User Guide
Carbon Footprint Page User Guide
Point of Sale (POS) Page User Guide
Transaction Page User Guide
Inventory Management Page User Guide
Did this answer your question?