Run the Closeout report to reconcile each day and register against the totals the system expected, then use the sales-side families — sales, payments, taxes, discounts, deleted sales, commissions, customers, employees, gift cards and the rest — to see exactly what sold, what changed and who did it.

At the end of the day you need two things from your reports: proof that the money in each drawer matches what the system expected, and a clear picture of what actually sold. The sales-side families in Reports cover both. This article walks through every report in those families — what it shows and which filters matter. The shared controls (date ranges, locations, Excel export, favorites) are covered in running reports.

If you haven't set up register open and close counts yet, start with registers and cash management — drawer reconciliation is built on those counts.

Closeout: the end-of-day report

Open Reports → Closeout:

• Summary Reports — the full closeout. For the chosen day it breaks down, section by section: All Transactions (sales, returns and exchanges together), Sales, Suspended Sales, Exchanges, Returns, Discounts, Inventory, Loyalty, Store Accounts, Supplier Store Accounts, Receivings, Expenses, All Payments and Track Money In Register. Within the sections you get totals with and without tax, a per-register breakdown, per-category totals, tax collected by rate, the number of transactions, average ticket size, items sold and average items per transaction. Profit lines appear only for employees with the Show profit in all reports permission. Previous Day / Next Day links step through days without returning to the input screen.
• Condensed Summary Report — the same reconciliation in a compact layout, for a quick scan or a smaller printout.

Both closeout reports are gated by the Reports-module Closeout permission — the same permission also controls the Today's closeout report quick link on the home screen, so a cashier granted only Closeout can print the day without seeing any other report.

The Track Money In Register section compares counted drawer amounts against expected amounts per tracked payment type. It only has data when payment types are tracked in the register — see registers and cash management.

This is also the report the system can email you automatically every day.

Card transactions and batches

When your card processor supports it, two extra entries appear under Closeout:

• View/Edit Card Transactions — look up and manage the card transactions behind your totals, so you can match what the POS recorded against what the processor settled without a separate portal.
• Card Batches — card batch and settlement information (available on the CoreCLEAR/BlockChyp integration).

Both are gated by the Sales-module permission View/Edit Card Transactions, not by a reports permission. See taking card payments.

Register logs and register reports

• Register Logs → Detailed Reports — every register open/close event: open and close employee, shift start and end, opening and closing amounts per tracked payment type, and the Difference (over/short) for each, plus totals for cash sales, shortages and overages. A register still open shows as Register Still Open. Click into an entry for the Register Log Details. Employees with the Edit Register Log and Delete Register Log permissions can correct or remove entries from here. This category only appears when payment types are tracked in the register.
• Registers → Summary / Graphical Reports — sales totals grouped by register, so you can compare counters, not just employees.

The sales family

Reports → Sales answers "what sold?" from every angle:

• Summary Reports — sales totals for the range. Options: Sale Type (all, sales, returns), Sale Source (all, Online Sales, In Person Sales), Exclude E-Commerce, List Each Location Separately, and a Compare to Date Range.
• Detailed Reports — every sale, row by row: date and time, register, items purchased, employee (and sold-by employee), customer, subtotal, total, tax, payment type, comment, discount reason, return reason and any sales custom fields — plus profit and margin columns with the profit permission. Rows expand to line items, and each row carries actions: print receipt, edit, clone and return. A Show Summary Only option skips the line detail; Excel exports include it.
• Summary Journal — the period's figures in a day-by-day journal layout.
• Graphical Reports — sales over time as a chart.
• Day of Week Report — totals by weekday, with a time-range filter; this is what you want in hand before writing next month's schedule.
• Summary Sales by Time / Graphical Sales by Time — totals by time of day. Choose the Time Range, the Time Interval and optionally Show Per Day Of Week to find your busy hours.
• VATable and Non-VATable Sales — VATable vs non-VATable totals, for stores in VAT jurisdictions.
• E-Commerce — the sales that came in through your connected online store, separated from the counter, with e-commerce order IDs and statuses. Appears only with an ecommerce integration — see how ecommerce sync works.
• Locations — compare stores side by side (multi-location setups only).
• Tips — tips collected, by employee, so paying them out is arithmetic, not archaeology. Appears when tips are enabled — see payment types, tips and split payments.
• Last 4 of Credit Card — find a sale from the only thing dispute paperwork gives you: the last four digits of the card. Search the digits, find the transaction, respond with the receipt in hand.

Payments and taxes

• Payments → Summary Reports — payment totals by type: cash, check, credit and the rest. An Only count store account payments option isolates account payments; a compare range is available. Summary Payments Registers breaks the same totals down per register, and Detailed Reports lists each payment with its sale, type and amount. A graphical version charts the mix.
• Taxes → Summary / Graphical Reports — tax collected, grouped by tax rate, with a Sale Source filter and compare range. Feed this straight into your filing — the setup lives in setting up taxes.
• Tax by Payments Received — cash-basis tax: tax attributed to the payments actually received in the Payment Date Range, rather than to the sale dates. Use it if you remit tax on money collected, not money invoiced.

Deleted sales, voids and discounts

• Deleted Sales → Detailed Reports — sales that were deleted, and who deleted them. Reviewing this regularly is basic loss prevention — deletions are where mistakes and mischief both hide.
• Voided Transactions — voided card transactions, with the voided transaction ID and amount. Appears only with a card processor that supports voiding. Both this and the deleted sales report sit behind the Reports-module Deleted Sales permission, so the loss-prevention view can be limited to managers.
• Discounts → Summary Reports — how many items were discounted at each percentage, with totals for flat sale discounts and percent discounts. The Discount row counts sales where the entire sale was discounted; the percentage rows count itemized discounts. If the total surprises you, tighten things up in discounts and price overrides.
• Price Rules → Summary / Detailed Reports — how often each price rule fired and its impact, with a Group By Customer option on the summary; the detailed report lists each sale where a rule applied. Rules themselves live in price rules and promotions.

Commissions

Reports → Commission has graphical, summary and detailed versions: commission totals by employee, and each commissioned sale with its amount. An Employee type filter switches between the employee who rang the sale and the salesperson credited. Two permissions matter: the category's own view permission, and View all employee commissions — without the latter, an employee sees only their own numbers, which lets you give staff self-service payout checks safely. How commissions are earned is configured in commissions.

People: customers and employees

• Customers → Graphical / Summary Reports — sales totals grouped by customer, with filters for total spent and a Purchased In Last n Months filter for finding lapsed customers.
• Detailed Reports — every sale for one specific customer (pick the customer on the input screen).
• New Customers / Detailed New Customers — how many customers were added in the range, and who they are.
• Zip Code Report / Graphical Zip Code Report — sales totals grouped by customer zip code, for judging where your customers come from.
• Non Taxable Customers — sales totals for tax-exempt customers.
• Customers Series Report — series balances and usage by customer, with the ability to edit or delete a series from the report; see series, packages and recurring charges.
• Employees → Graphical / Summary / Detailed Reports — the same treatment by employee: totals per employee, or every sale one employee rang up.

Sales grouped other ways

• Categories → Summary / Graphical Reports — subtotal, total, profit and items sold per item category, with Show Top Level Category Summary to roll subcategories up and a Use Profit option for the graphical breakdown.
• Tags → Summary / Graphical Reports — the same grouping by item tag.
• Manufacturers → Summary / Graphical Reports — by manufacturer. See categories, tags and manufacturers.
• Tiers → Summary Reports — sales by price tier, for judging wholesale vs retail volume.
• Item Kits → Graphical / Summary Reports — sales of item kits, plus a Price Variance Report (kits sold above or below their normal price) and Pricing History.

Gift cards

Reports → Giftcards has four reports: Summary Reports (outstanding gift cards and their balances — your liability), Detailed Reports (each card with customer and balance, filterable by gift card number), Audit Report (every change to a card's balance in the date range, filterable by card number — run it when a customer disputes a balance), and Gift Card Sales Reports (cards sold in the range). Selling and redeeming cards is covered in gift cards.

Suspended sales, work orders and the rest

• Suspended Sales → Detailed Reports — suspended sales, layaways and estimates not yet completed. A Suspended Sale Type filter switches between all open layaways/estimates/other suspended types, completed layaways and completed estimates, and a Tax Based On Payments option shows tax on what has actually been paid. Layaway statements live in emailed reports and statements; the workflow is in suspended sales, layaways and estimates.
• Work Orders → Detailed Work Orders — each work order with its status and details, filterable by work order status. Note this category is gated by the Suspended Sales report permission. See work orders.
• Invoices → Customer Invoices / Supplier Invoices — invoices with balances and due dates, with an Only Show Invoices With A Balance option. See invoices and billing.
• Deliveries → Detailed Reports — each delivery with its status, customer and address; see deliveries and shipping.
• Appointments → Summary / Detailed Reports — appointment totals over the range, and each appointment with its date, customer and employee; see appointments.
• Time Clock → Summary / Detailed Reports and Time Off Reports — hours worked by employee; the detailed report lets admins edit or delete punches and add a missed punch, and the time off report lists requests with a Show Approved filter. Appears only when the time clock is enabled — see the time clock and time off.
• Audit Trail → Audit Report — who did what and when: logins, edits, deletes and views, including views of reports themselves.

Filters, exports and permissions

Every tabular report here supports the shared controls — date presets, compare ranges, location filters, Excel export in your configured XLSX/CSV format, favorites and per-employee column preferences — and respects the report permissions described in running reports. Profit and margin figures appear only with Show profit in all reports; cost columns only with Show cost price in all reports. That means a clerk can print the closeout without ever seeing margins.

Common questions

Which report do I use to balance the drawer at night? Reports → Closeout → Summary Reports for the full picture, or the Condensed Summary Report for a compact printout. Drawer over/short amounts per payment type are in Register Logs → Detailed Reports; both need register tracking turned on.

The drawer is short — how do I find out what happened? Open the register log detailed report, find that register's shift, and check the per-payment-type differences and shift times. Then cross-check Deleted Sales and the Audit Report for the same period to see what was deleted or changed and by whom.

A customer disputes a card charge and I only have the last four digits. Now what? Run Reports → Sales → Last 4 of Credit Card, enter the digits and the date range. The matching sale comes back with its receipt, which is what you attach to the dispute response.

Why doesn't the Tips report show up for me? The Tips report only appears when tips are enabled in your store settings, and you need the Sales report permission. See payment types, tips and split payments.

Why can an employee see commission reports but only their own commissions? That is the View all employee commissions permission — without it, commission reports are self-service only. Grant it in permissions and templates for managers who run payouts.

What is the difference between the Taxes summary and Tax by Payments Received? The summary attributes tax to sale dates (accrual view); Tax by Payments Received attributes tax to the dates payments actually arrived (cash view). Pick the one that matches how you remit.

Do store account payments inflate my payment totals? They can appear as both a store-account charge and a later payment. Enable Hide Store Account Payments In Reports in Store Config to keep account payments out of payment totals, or use the Only count store account payments option on the payments summary to look at them in isolation.

Where do I see online orders separately from in-store sales? Use the E-Commerce report under Sales for the full online detail, or set Sale Source to Online Sales / In Person Sales on the summary and detailed sales reports to split any report the same way.