Close, reconcile and report

POS sales reporting

Read sales, tenders and cash without exporting: the POS Report Center, the Daily Reconciliation report and the POS Analytics pages, all inside Business Central.

updated: Oct 8, 2026applies-to: 1.0.0.141

Bitta Retail POS reports on itself inside Business Central: the Admin role center shows what needs attention, the POS Report Center launches the standalone reports, and the POS Analytics pages compute sales, tender and cash figures live from your data. Nothing has to be exported first, and no separate BI tool is needed to read a day of trading.

Prerequisites

The BAA POS - Admin or BAA POS - Full permission set. Only these sets open the Report Center, the analytics pages and most reports. BAA POS - Supervisor adds the three loyalty reports, and BAA POS - User runs the X/Z report and the receipt and kitchen documents. See POS user permissions.
Completed sales to report on. Posting is not required: the Daily Reconciliation report, for example, includes unposted sales and filters by posting state.

The Admin role center

The Bitta Retail POS Admin role center opens with POS Headlines and Business Summary, then Operational Attention, whose cues link to the records behind them:

Cue group	Cues
Processing	EOD Backlog (released, unposted sales), Orders Awaiting Posting, Settlement Attention (pending or failed settlement entries)
Exceptions	EFT Needs Attention, Failed Print Jobs, Over/Short Today
Data and Users	Unmapped Active Items, Unmapped Active Customers, POS Users Needing Setup
Loyalty	Loyalty Debt Balances, Loyalty Expiring Lots, Loyalty Recovery Attention, Loyalty Reconciliation Attention

Four charts cover the last seven days: Net Sales Trend (7 Days), Applied Tender Mix (7 Days), Top Items by Revenue (7 Days) and Cashier Net Sales Ranking (7 Days). The Reporting menu opens the Report Center, the most used reports and every analytics page.

Bitta Retail POS Admin role center with POS Headlines, Business Summary, Operational Attention cues and the seven-day charts — *The Admin role center: cues that need action and four seven-day charts.*

Run a report from the POS Report Center

Search for POS Report Center in Tell Me, or choose POS Report Center in the Reporting menu of the Admin role center. Its actions are grouped as Sales, Finance, Operations and Audit, and the action bar repeats them as Sales, Tender, Cash, Inventory, Loyalty, Operations, Audit and Tax/Pricing.

POS Report Center with reconciliation, tax and settlement reports — *Step 1: the POS Report Center groups the standalone reports.*

Choose a report, for example Daily Reconciliation in the Sales group. On its request page, set the filters and options. POS Daily Reconciliation filters on Date, store, terminal, shift, cashier, customer, currency, sale type and status, and offers:
- Detail Level: Summary (the default), Store, Terminal, Shift, Cashier, Tender or Transaction. Document totals stay one row per transaction and are never repeated by split tenders.
- Include Returns, Include Cash Movements and Include Settlement, all on by default, plus Include Zero Activity and Exceptions Only.
- Tender Method, Tender Type and Posting State (All, Posted or Unposted) under Additional Filters.

POS Daily Reconciliation request page with Detail Level, Include Returns, Include Cash Movements, Include Settlement and Exceptions Only — *Step 2: set the date filter and the output options.*

Choose a layout and run the report. The request page remembers the values you used last.

TIP

Before End of Day, run Daily Reconciliation with Posting State set to Unposted to see what will post. Afterward, run it with Detail Level set to Shift and Exceptions Only on to see only the drawers and settlements that need attention.

Read sales with POS Analytics

Search for POS Analytics in Tell Me, or choose POS Analytics in the Reporting menu.
Choose a Period: Today, Yesterday, Last 7 Days (the default), This Week, This Month or Custom. Typing a From Date or To Date switches the period to Custom. The Summary shows Completed Sales, Gross Sales Amount (including tax, net of returns), Average Basket and Returns Amount, which is zero or negative.

POS Analytics hub with the Period field, the Completed Sales, Gross Sales Amount, Average Basket and Returns Amount KPIs and the Analyze actions — *Step 1: pick a period and read the KPIs.*

Open a section from the Analyze actions. Each opens with the hub's date range:

Section	Page	What it shows
Sales by Hour	POS Sales by Hour	Sales per hour for the 7 days ending at the To Date.
Top Items	POS Top Items	Items ranked by revenue (excluding tax, net of discounts and returns) or by quantity.
Cashier Leaderboard	POS Cashier Leaderboard	Sales count, amount and average basket per cashier.
Tender Mix	POS Tender Mix	Applied amount and share per tender type. Change handed back is excluded.
Cash Variance	POS Cash Variance	Expected versus counted per closed shift. A negative difference is short.
POS Margin and Cost	POS Margin and Cost	Actual margin and cost by item from posted value entries, with the estimate shown separately.

POS Tender Mix page with tender types, applied amounts, payment counts and the From Date and To Date filters — *Step 3: each section opens on its own page with the same date range.*

NOTE

POS Margin and Cost shows item costs, so it is granted only by the Admin and Full permission sets. A line shows Actual Cost Pending until its posted cost exists, and actual margin is withheld until then.

What's next

Configure price modes for cash and card: Dual pricing and surcharges. For every report with its object ID, see All POS reports.