The cash register report and Excel/PDF export
Review income and expenses by payment method, staff member, customer and day; download the report as Excel or PDF.
Last updated: 4 Ağustos 2026
The Cash Register Reports page gives you a breakdown of the money that came into and went out of your till in the selected period. The page opens with today's data by default.
Filters
Date range: preset periods or a custom range.
Transaction type: all, income only or expenses only.
Payment method: one of the methods defined for your business.
Staff and customer: transactions for a specific staff member or customer.
Tables
By payment method: income, expenses, net amount and transaction count for each method.
By staff member: each staff member's total contribution, broken down into appointments, product sales and package sales, with a grand total row at the bottom.
By customer: the top 20 paying customers with total payments and transaction counts.
Daily breakdown: income, expenses and net amount day by day.
Older payments recorded with a method that no longer exists in your business are grouped under an "Unassigned" row.
Export
Excel: the cash register report downloads as three sheets (income, expenses and summary) and applies every filter on screen. Up to 50,000 records are exported.
PDF: contains the summary box and the income/expense breakdown by payment method. The staff, customer and daily breakdown tables are not included in the PDF.
The PDF output ignores the transaction type and customer filters; if you are working with those filters, prefer Excel.
Export buttons appear only for users who have export permission.
The filters you apply are written into the address bar — to share the exact same view with a colleague, just copy the link.
On mobile, open Reports from the menu and pick Cash Register Reports from the chip row at the top. The screen opens with This Month — note that the web page opens with today instead.
Filters
Date range: Today, This Week, This Month, This Year or Custom. Yesterday, Last Week and Last Month are only available on the web.
Transaction type: All, Revenue or Expense.
The payment method, staff and customer filters do not exist on mobile. They appear only as breakdowns — to filter by them, use the web panel.
What the screen shows
Three summary tiles — Total Revenue, Total Expenses and Net Flow — followed by four breakdown cards:
By Payment Method: income, expense, net and transaction count per method.
Staff Performance: each staff member split into services, products and packages, with a total row.
Per Customer: the top 20 paying customers.
Daily Breakdown: income, expenses and net day by day.
Excel and PDF export are not available on mobile; use the web panel to download files.