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The BMS POS system provides comprehensive reporting and analytics features to help you understand your business performance.

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Available reports

The Reports component (Reports.tsx) provides multiple report types:

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Sales summary reports

  • Today’s performance: Real-time sales data for the current day
  • Weekly summary: Sales performance for the current week
  • Monthly summary: Sales performance for the current month

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Product reports

  • Top selling products: Best-performing products by quantity and revenue
  • Product performance: Detailed sales metrics by product

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Financial reports

  • Payment method breakdown: Sales distribution by payment type
  • Tax summary: Tax collection and rates
  • Revenue analysis: Detailed revenue breakdowns

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Employee reports

  • Employee performance: Individual sales performance metrics
  • Transaction analysis: Employee transaction statistics

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Accessing reports

To view reports:
1

Log in as manager

Reports are only accessible to users with Manager role.
2

Navigate to reports

From the Manager dashboard, select Sales Reports.
3

View report data

All reports load automatically when the page opens.
4

Export data

Click Export CSV to download report data for external analysis.

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Today’s performance report

The daily summary displays:
  • Total sales: Number of completed transactions
  • Revenue: Total sales amount before tax
  • Tax collected: Total tax amount collected
  • Discounts given: Total value of discounts applied
This data updates in real-time throughout the day.

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Weekly and monthly summaries

View sales data for the current week including:
  • Total sales count
  • Total revenue
  • Tax collected
  • Discounts given
  • Date range covered

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Top selling products

Analyze your best-performing products:

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Time range selection

Choose from:
  • Last 7 days
  • Last 30 days
  • Last 90 days

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Metrics displayed

For each product:
  • Rank: Position in top sellers list
  • Product name: Name of the product
  • Quantity sold: Total units sold
  • Revenue: Total sales amount
  • Transaction count: Number of transactions including this product

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Using the data

  • Identify best-selling products for restocking priority
  • Spot trends in customer preferences
  • Plan inventory based on sales velocity
  • Focus marketing on top performers

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Payment method breakdown

Understand how customers pay:

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Payment metrics

  • Payment method: Cash, Credit Card, Debit Card, etc.
  • Transaction count: Number of sales using this method
  • Total revenue: Amount collected via this method

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Analysis uses

  • Monitor cash handling requirements
  • Track credit card processing fees
  • Identify preferred payment methods
  • Plan for payment system needs

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Tax summary report

Track tax collection and compliance:

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Tax metrics

  • Total tax collected: Sum of all tax amounts
  • Average tax rate: Weighted average tax rate across sales
  • Taxable revenue: Total revenue subject to tax
  • Sales count: Number of taxable transactions

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Reporting period

Tax summaries show data for the current month by default.

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Employee performance report

Monitor individual employee sales performance:

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Performance metrics

For each employee:
  • Employee name: Staff member’s name
  • Total sales: Number of transactions processed
  • Total revenue: Amount of sales completed
  • Average transaction value: Revenue divided by sales count

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Uses for management

  • Identify top performers
  • Track individual productivity
  • Set performance goals
  • Recognize employee achievements
  • Identify training opportunities

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Exporting reports

All report data can be exported to CSV format:
1

Click Export CSV

Located in the top-right corner of the reports page.
2

File is generated

The system creates a CSV file containing all report data.
3

Download automatically

The file downloads with a timestamp in the filename: sales-report-YYYYMMDD.csv
4

Open in spreadsheet software

Use Excel, Google Sheets, or similar software to analyze the data.

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CSV export contents

The exported file includes:
  • Sales summary data (today, week, month)
  • Payment method breakdown
  • Tax summary information
  • Employee performance metrics
  • Top products list

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Report API endpoints

Reports are generated from these API endpoints (Reports.tsx:71-138): 
// Sales summaries
GET /sales/today
GET /sales/this-week
GET /sales/this-month

// Product analysis
GET /sales/top-products?days=7
GET /sales/top-products?days=30
GET /sales/top-products?days=90

// Financial reports
GET /sales/payment-breakdown?period=month
GET /sales/tax-summary?period=month

// Employee metrics
GET /sales/employee-performance?period=month

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Report refresh

All reports automatically load when you access the Reports page. To refresh data:
  1. Navigate away from the Reports page
  2. Return to the Reports page to reload all data
Alternatively, refresh your browser to reload all report data.

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Best practices for using reports

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Daily review

  • Check today’s performance regularly
  • Monitor employee performance
  • Track payment method usage
  • Identify any unusual patterns

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Weekly analysis

  • Review weekly sales trends
  • Compare to previous weeks
  • Analyze top-selling products
  • Plan inventory for coming week

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Monthly review

  • Analyze monthly performance metrics
  • Review employee performance
  • Reconcile tax collection
  • Export data for accounting
  • Compare to previous months
  • Plan for upcoming month

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Using exported data

  • Create custom charts and graphs
  • Perform trend analysis
  • Share with stakeholders
  • Archive for historical records
  • Integrate with accounting software

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Report security

Access to reports is restricted:
  • Only Manager role can access reports
  • Session validation required
  • Activity logged for audit purposes
  • Data cannot be modified from reports interface

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