Reports

Review Sales, Returns and Profit by User

User Details attributes completed sales to the user saved on each sale. It is useful for operational comparison only when every employee uses a named login and the same reporting scope is applied consistently.

Menu path
Reports -> People -> User -> User Details
Verified from
Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence

demo.posnic.io Reports -> People -> User -> User Details captured 2026-09-11, frontend/modules/userReport.html filters tabs table pagination and export, frontend/static/script/js/modules/js/report_users.js userreportTable and userreportexport, api/src/controllers/sales.controller.js userReportTable permission and session scope, api/src/repositories/sale.repository.js userReportPage aggregation

User sales performanceLive demo captured 2026-09-11. The selected scope returns one user row with 14 sales and the related monetary totals.

Run the User Details Report

  1. Open Reports -> People -> User.
  2. Choose User Details.
  3. Open Filter and set the sales date range and one or more branches.
  4. Optionally select one user to isolate that employee.
  5. Apply the filter and confirm the displayed result count.
  6. Move through every page or use Export All To CSV for the complete matching set.

Read Each Column

ColumnMeaningControl
NameUser name stored on the grouped sales.Require one named login per employee.
SalesCount of distinct sales attributed to that user.It is not item quantity or payment count.
ReturnSummed returned amount associated with those sales.Review return reports before judging the employee.
ProfitSales total less tax and recorded item company cost in the report aggregation.Missing or inaccurate cost makes this unreliable.
Avg. SaleAverage recorded sale total for the user's matching sales.Compare only equivalent shifts and scopes.
Total SalesSummed sale totals for the user.It is not cash collected or register variance.

Understand Attribution and Scope

  • The report filters by sale updated date, selected branch and optional user.
  • A user with Session Filter permission may receive a date scope restricted to the current login session.
  • Sales are grouped first by sale and user, then summarized by user.
  • Shared credentials destroy individual accountability; the report can only show the login saved on the sale.
  • Voids, returns, unpaid sales, discounts and register differences need their own reports before a performance conclusion.

Reconcile a User Result

  1. Confirm the employee used their own login for the entire shift.
  2. Match the same date, branch and user in Sales Reports.
  3. Review Return Sale Reports for the displayed return amount.
  4. Compare register session history and payment reports for collected money and till variance.
  5. Check item cost quality before relying on Profit.
  6. Record the filter scope with any management decision.

Export and Troubleshoot

  • Export All To CSV requests all matching users and creates user-sales-reports.
  • CSV fields are UserName, NoofSale, ReturnAmount, Profit, AvgSale and TotalAmount.
  • PDF, CSV, Excel and Email above the report are shared report-delivery controls.
ProblemCheckAction
Employee is missingDate, branch, selected user and whether they completed a saleCorrect the scope and rerun.
Wrong employee has the totalShared or switched loginStop credential sharing and use named users for future sales.
Profit looks wrongItem company cost, tax and return recordsRepair source data before using profit.
Sales total differs from cashTender mix, unpaid sales and refundsUse Payment Reports and register reconciliation.
Export is disabledRows, plan and Report Read permissionCorrect access or filter scope.

Related Manual Pages

Settings Employees and Roles Staff access starts with named employees, branch assignment, a role or custom matrix, POS action authority, and a review habit. Reports User Login Activity Activity Status is a login-event audit trail, not proof of employee presence or misconduct. Use it to investigate access patterns while protecting IP address and device information as sensitive operational data. Reports Sales Reports Sales Reports split normal sale lines, quick sale activity and summary totals so owners can audit bills without opening every receipt. Reports Return Sale Reports Return Reports explain which completed sales were reversed, which products and quantities came back, how much value was returned and which customer, cashier, branch and payment method belong to the event. Reports Register Session History Register Reports connect a named till session to its cashier, open and close time, sales and payment count. Use them after every close and when investigating a drawer difference. Reports Payment Reports Payment Reports explain how money was collected. They separate payment method totals from individual sale and return payment transactions.