Glance Card
Getting Started with Rundoo · Reporting
Reports That Answer Back
Open a report, set the date and columns, narrow it, then export what you find. It all lives at POS → Analytics → Reports.
Three pills shape any report
1
Date range
Set this first. A report can open on a narrow window.
Today · Month to date · Year to date · All time
2
Select columns
Add the fields you want to read, like profit.
e.g. add Gross profit
3
Filter
Narrow to one slice of the business.
Location · Clerk · Product category
Get an answer in 5 steps
- In POS, open Analytics → Reports.
- Open the report closest to your question (e.g. Sales by customer).
- Set the Date range, then add columns and a filter.
- Read the totals in the tiles up top.
- Download a CSV or Print a PDF.
Export the result
Download or Print
Download ships a CSV (up to 50,000 rows). Print makes a clean PDF. Both sit top-right of the report.
Trust the totals: the table shows the first 1,000 rows to stay fast, but the totals up top always count every single row. Clicking a column heading sorts the report; filtering is done from the Filter button.
Found a view you will want again? You do not have to rebuild it. Save it as your own report, covered in the next video, Your Own Reports.
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