Analytics and reporting

Bitta Retail POS reports on itself entirely inside Business Central: a read-only POS Analytics workspace, two role-center dashboards with live cues and chart tiles, per-shift X and Z reports, and a catalog of operational control reports. Nothing has to be exported first, and no external BI tool is required.

POS Analytics workspace

POS Analytics is a native, read-only hub that computes live sales analytics directly from your Business Central data. It is intended for owners and managers; because the Margin section exposes item cost, the page is granted to the admin role only.

Open Tell Me (Alt+Q) and search "POS Analytics" (it is also findable as "sales by hour", "top items", "cashier leaderboard", "tender mix", "cash variance", or "margin"), or use the Reports and Analytics group on the Bitta Retail POS Admin role center.

1. Choose a Period quick range (default Last 7 Days) or set From/To dates - typing a date switches the picker to Custom.
2. Read the four headline KPIs: Completed Sales, Gross Sales Amount (including tax, net of returns), Average Basket, and Returns Amount (a credit, so zero or negative).
3. Open any of the six sections - each is its own page and accepts the same date range:
   • Sales by Hour - hour-by-day matrix for the 7 days ending at the To date.
   • Top Items - item ranking by revenue or quantity.
   • Cashier Leaderboard - per-cashier sale count, net sales, and average basket.
   • Tender Mix - applied amount and share per tender type.
   • Cash Variance - expected vs counted vs over/short per closed shift.
   • POS Margin and Cost - revenue, estimated cost, posted actual cost, variance, and actual margin by item.

Role centers and cues

Bitta Retail POS ships two profiles (Roles), each with its own role center dashboard:

Profile	For	Highlights
Bitta Retail POS	Cashiers - terminal-focused daily operations	Current Work cues (My Open Shift, My Parked Sales, My Open Sale), Needs Attention cues (Print Jobs Failed, EFT Needs Attention, scoped to this register), quick actions (Open Register, Open Shift, Resume Parked Sale, Close Shift, Reprint Last Receipt), and the ten most recent completed sales
Bitta Retail POS Admin	Managers and admins - company-wide	POS Headlines (last-7-days net sales, today vs previous day, one highest-priority attention line), Business Summary cues (today's net sales, transactions, average basket, returns, open sales, active POS users), Operational Attention cues (EOD backlog, orders awaiting posting, settlement attention, EFT attention, failed prints, over/short today, unmapped items and customers, POS users needing setup), and the four chart tiles

The admin headline's single "Attention" line follows a fixed priority - EFT, then failed prints, settlement, EOD backlog, orders awaiting posting, users needing setup, and unmapped records - and drills straight to the page that fixes it. Dashboards are rebuilt each time a part opens; if data is momentarily unavailable they show an "unavailable" state instead of erroring.

For which pages each role sees, see the Role profiles playbook.

Chart tiles

Four tiles on the admin role center render with Business Central's built-in chart control over a live seven-day window ending on the work date:

Tile	Shows	Click-through
Sales Trend	Net sales including tax across the 7 dates (line)	A day opens that date's completed sales
Tender Mix	Applied tender amount by tender type (doughnut)	Tender Mix section for the range
Top Items	Top-five items by revenue excluding tax (column)	Top Items section for the range
Cashier Performance	Top-five cashiers: net sales plus completed transactions (combo)	Cashier Leaderboard for the range

Every tile also has an "Open POS Analytics" action to the full workspace.

X and Z reports

The POS X/Z Report is the per-shift till report: a preliminary X report for an open shift and a final Z report for a closed one. The Z report always shows the expected-vs-counted comparison; the X report hides it only while Blind Close is enabled. Run it per selected shift - see Shifts for the shift lifecycle and End of day for the day-close flow.

Operational reports and the POS Report Center

The POS Report Center, opened from the Bitta Retail POS Admin role center or through Tell Me, groups the standalone report and print actions into Sales, Finance, Operations, and Audit groups. Reports with their own search category are also directly discoverable in Tell Me, and request pages remember saved values.

Report	What it covers
POS Daily Reconciliation	Daily financial control over completed POS activity, with detail levels from summary down to transaction, plus returns, cash movements, settlement, and exceptions-only views
POS Sales and Tender Detail	Filtered completed-sale and tender detail with optional cashier and tender roll-ups
POS Tax / VAT Summary	Stored-snapshot tax and VAT liability summary, detail, and exceptions - computed from the persisted line tax values, not recomputed. See Taxes
POS Returns and Refunds	Return documents, source links, lines, refund tenders, settlement, and exceptions. See Returns and refunds
POS Kitchen Print Audit	Retained kitchen label and ticket copies, retries, failures, and reprints. See Kitchen output
POS X/Z Report	Per-shift till report (above)
POS Shift Over/Short Detail	Multi-shift cash control: reconciliation, tender activity, cash movements, and exceptions. Respects Blind Close for open shifts
POS EFT Processor Exceptions	Exception-first card-payment review with signed charges and refunds, outcomes, aging, and settlement status
POS EOD Posting Settlement	Source-to-batch-to-document-to-settlement control for consolidated posting
POS Cash Movement Audit	Immutable pay-in, pay-out, safe-drop, no-sale, and float movements with their expected-cash effect
POS Discount Override Audit	Manual line and header discounts, price overrides, automatic pricing, and dual-pricing adjustments, with approver attribution where persisted
POS Item Inventory Analysis	Completed-sale velocity plus current stock, mapping, reorder, and variant/UOM views
POS Sales Analysis	One multidimensional sales and returns engine: dimensions include date, hour, store, terminal, cashier, customer, item, variant, category, and tender, with Top N ranking
POS Pricing and Rounding Audit	Frozen pricing, cash rounding, payment, settlement, and bounded posted G/L reconciliation

PDF and Excel layouts are available for the financial report families. Filter fields use standard Business Central filter syntax; start with the default one-day scope and narrow from there.

Posted Daily Sales archive

End of Day writes one Posted Daily Sales archive row per successfully posted consolidation group - the permanent daily summary linking POS sales to their posted BC document. Find it in Tell Me as "Posted Daily Sales Archive" or in the admin role center's Daily Operations group; each row's Posted Invoice action opens the BC document. Full behavior is documented on Consolidated posting.

Settlement entries

Under per-tender settlement, each posted document gets one settlement entry per tender slice, visible on the read-only POS Settlement Entries list with a retry action for failed entries. See Per-tender settlement.

Loyalty reporting

Loyalty balances, liability, and activity have their own reporting surfaces under the loyalty administration pages - see Loyalty program administration.