POS reporting and analytics software
Ask the operation a precise question—and keep the answer traceable.
Choose a period, location, and report family; inspect the sales, product, customer, inventory, employee, payment, tax, or location context behind the result; then export a supported view when the work moves beyond the POS.Filter by period, location, and report family; inspect the record; export a supported view.
Operating thread · real Reports screen
Begin with the filters and report families operators actually use.
The product surface makes period, location, and report selection explicit before an operator treats a number as an answer.
Swipe the product frame horizontally to inspect details, or open the full-resolution screen.
- 01
Choose the period under review.
- 02
Choose the location or comparison context.
- 03
Open the report family that answers the operating question.
- 04
Inspect refund-aware totals and their period treatment.
- 05
Export a supported view when the work needs to leave LiftedPOS.
Start with the operating question. Follow its answer lineage.
Swipe the matrix horizontally to inspect answer context.
| Operating question | Report families | Answer context |
|---|---|---|
| What did we sell? | Sales summary, sales by category, brand, time period, and hourly distribution | Period and location filters |
| How was it paid and taxed? | Payment method and tax by location | Tender, location, and tax context |
| What moved and contributed? | Sales velocity, profit margin, ABC classification, and product affinity | Product movement and contribution |
| Who and where performed? | Employee performance and location performance comparisons | Employee, store, and selected period |
| Which customers returned? | Top customers, customer segmentation, and customer lifetime value | Customer purchase context |
| What does stock need? | Inventory valuation and inventory turnover | Stock value and movement over time |
| What changed? | Period comparison, discounts, and refund-aware net sales | Comparable periods and refund-date activity |
Report families
Move from sales totals into the operating dimensions behind them.
Sales summary, sales by category, brand, employee, payment method, time period, hourly distribution, tax by location, discounts, and period comparison provide distinct answers rather than one overloaded dashboard.
Product views include sales velocity, profit-margin analysis, ABC classification, and product affinity. Customer views include top customers, segmentation, and customer lifetime value. Inventory valuation and inventory turnover sit beside employee performance and location performance comparison.
Swipe the product frame horizontally to inspect details, or open the full-resolution screen.
Net-sales ledger
Read net sales with its accounting treatment stated.
This compact ledger explains the report measure; it does not turn LiftedPOS into a general ledger. A refund affects the period in which the refund is recorded, preserving a traceable date for the contra activity.
Use cash drawer management for the count and variance workflow. Offline POS operation explains why a locally queued cash sale does not enter server-backed reporting until acceptance.
Supported CSV subset
Export the views that expose an export path.
Supported CSV exports cover a subset of report views. Select the report, period, and location first, then use the available export action for that view. The export boundary is deliberately narrower than the complete on-screen report inventory.
Business insights
Turn today’s numbers into the next clear decision.
Select the period, review the deterministic business insights built from comparisons, thresholds, and recorded operating factors, then follow the available action to the relevant operating screen or report. Each insight directs review without changing the underlying records.
Reporting boundary
Filters, recorded data, and enabled workflows define the answer.
Report availability depends on the merchant's enabled modules and the transactions its operation has produced. Supported CSV is a subset, refund-date activity changes the period where a return appears, and deterministic insights can direct an operator to the relevant operating screen or report rather than replacing recorded evidence.
Reporting FAQ
Know what the number includes before acting on it.
Which POS reports are available in LiftedPOS?
LiftedPOS exposes report families for sales, categories, brands, time, payments, taxes, discounts, products, customers, inventory, employees, and locations. Availability follows the merchant's enabled workflows and recorded data.
How does LiftedPOS treat refunds in net sales?
Net sales use refund-date contra activity: a refund reduces the selected period when the refund occurs. Tax and tip stay outside the net-sales measure.
Can LiftedPOS reports be exported to CSV?
A supported CSV subset is available for specific report views. Export coverage is not identical across every report family.
How are LiftedPOS business insights produced?
LiftedPOS business insights use deterministic comparisons, thresholds, and recorded operating factors. Their available actions can direct the operator to the relevant operating screen or report without changing the underlying records.