Bitta Retail POS reference
All POS reports
Every Bitta Retail POS report in one list: what it is for, where to start it, its Excel layout and the permission set that runs it, from receipt to day close.
updated: applies-to: 1.0.0.141
Bitta Retail POS ships 25 reports, from the printed receipt to the day-close control reports. This reference lists every one with its object ID, its caption, what it is for, where to start it, and which permission set runs it. For how to use the main reports in the daily close, see POS sales reporting and End of Day posting.
Where to start a report
- Tell Me: 21 of the 25 reports are listed in Tell Me under their caption. The four that are not are the receipt, the printer test, the kitchen label snapshot and the EOD Posting Settlement report.
- POS Report Center: 20 reports grouped as Sales, Finance, Operations and Audit. See Run a report from the POS Report Center.
- Bitta Retail POS Admin role center: the Reporting menu opens the Report Center and the most used reports.
- The owning record: receipts, gift receipts and kitchen documents print from the sale, the register or the kitchen output that they belong to.
All reports
Every report has an RDLC layout. The Excel column shows the 13 reports that also have an Excel layout. The last column is the smallest permission set that runs the report; BAA POS - Full runs all 25, and the BAA POS - Supervisor and BAA POS - Admin sets include everything BAA POS - User runs.
| ID | Report | Purpose | Report Center | Tell Me | Excel | Permission set |
|---|---|---|---|---|---|---|
| 14292560 | POS Receipt | The printed sale receipt, rendered only from the snapshot taken when the receipt was queued. | - | No | No | BAA POS - User |
| 14292581 | POS X/Z Report | Shift report: a preliminary X report for an open shift, or the final Z report with counted amounts and differences for a closed shift. | Operations | Yes | No | BAA POS - User |
| 14292719 | POS Gift Receipt | A receipt without prices, with a barcode of the sale number for a later return. | - | Yes | No | BAA POS - User |
| 14292720 | POS Item Labels | Shelf and price labels with a Code 128 barcode, filtered by category and item, repeated per item as requested. | Operations | Yes | No | BAA POS - Admin |
| 14292758 | POS Kitchen Label | A price-free kitchen production label. | - | Yes | No | BAA POS - User |
| 14292759 | Bitta Retail POS Printer Test | A diagnostic page that checks a print destination without a real sale. | Operations | No | No | BAA POS - Admin |
| 14292760 | POS Kitchen Ticket | A price-free kitchen ticket that groups the lines of an order. | - | Yes | No | BAA POS - User |
| 14292761 | POS Sales and Tender Detail | Completed sale totals and the exact applied tender lines, with masked processor references. | Sales | Yes | No | BAA POS - Admin |
| 14292762 | POS Kitchen Print Audit | Kitchen output copies, destinations, retries, failures and reprints. | Operations | Yes | No | BAA POS - Admin |
| 14292763 | POS Daily Reconciliation | Daily control over completed sales, tenders, shifts, cash movements, posting and settlement, from summary down to transaction. | Sales | Yes | Yes | BAA POS - Admin |
| 14292764 | POS Tax VAT Summary | Sales tax and VAT from the tax stored on each sale line, with transaction detail and exceptions. | Finance | Yes | Yes | BAA POS - Admin |
| 14292765 | POS Returns and Refunds | Return quantities, refund allocation and tenders, processor status, posting and settlement. | Sales | Yes | Yes | BAA POS - Admin |
| 14292766 | POS Kitchen Label Snapshot | Reprints a kitchen label from its stored snapshot during recovery. | - | No | No | BAA POS - User |
| 14292767 | Loyalty Activity Report | Loyalty activity by program, customer, business date and entry type. | Sales | Yes | Yes | BAA POS - Supervisor |
| 14292768 | Loyalty Reconciliation Report | Member balances, loyalty ledger, accounting outcomes and reversal state. | Finance | Yes | No | BAA POS - Supervisor |
| 14292769 | Loyalty Expiry Audit | Expiry runs and failed or attention-required expiry and accounting results. | Audit | Yes | No | BAA POS - Supervisor |
| 14292770 | POS Shift Over/Short Detail | Expected versus counted tender amounts per shift and the signed over or short differences. | Finance | Yes | Yes | BAA POS - Admin |
| 14292771 | POS Discount Override Audit | Manual discounts, price overrides, header discounts, automatic pricing and sale cancellations. | Audit | Yes | Yes | BAA POS - Admin |
| 14292772 | POS EFT Processor Exceptions | Card and QR payment failures, reversals, recovery status and aging. | Audit | Yes | Yes | BAA POS - Admin |
| 14292773 | POS Item Inventory Analysis | Sales velocity against current Business Central inventory, unit of measure, mapping and reorder data. | Operations | Yes | Yes | BAA POS - Admin |
| 14292774 | POS EOD Posting Settlement | End of Day control from the POS sales through the archive and posted documents to per-tender settlement. | Finance | No | Yes | BAA POS - Admin |
| 14292775 | POS Cash Movement Audit | Pay-ins, pay-outs, safe drops and no-sale events with their effect on expected cash. | Audit | Yes | Yes | BAA POS - Admin |
| 14292776 | POS Sales Analysis | Sales and returns by date, hour, store, terminal, cashier, customer, item, variant, category or tender, with Top N ranking. | Sales | Yes | Yes | BAA POS - Admin |
| 14292777 | POS Pricing and Rounding Audit | Price adjustments, cash rounding, applied payments, settlement, archive and G/L controls. | Finance | Yes | Yes | BAA POS - Admin |
| 14292778 | POS Operational Audit | Operational events by date, store, terminal, user, event type, outcome and document. | Audit | Yes | Yes | BAA POS - Admin |
In the Report Center, some actions carry a shorter name than the report caption, for example Tax / VAT Summary, Shift Over / Short and End-of-Day Posting and Settlement.
Reports by task
| Task | Reports | Guide page |
|---|---|---|
| Close a shift | POS X/Z Report, POS Shift Over/Short Detail, POS Cash Movement Audit | Shifts and Z reports |
| Close the day | POS Daily Reconciliation, POS EOD Posting Settlement | End of Day posting, Tender settlement |
| Tax filing | POS Tax VAT Summary | Sales tax and VAT |
| Returns and card exceptions | POS Returns and Refunds, POS EFT Processor Exceptions | Returns and refunds |
| Pricing control | POS Discount Override Audit, POS Pricing and Rounding Audit | Give discounts |
| Receipts and labels | POS Receipt, POS Gift Receipt, POS Item Labels, Bitta Retail POS Printer Test | Print and reprint receipts, Print shelf labels |
| Kitchen | POS Kitchen Label, POS Kitchen Ticket, POS Kitchen Label Snapshot, POS Kitchen Print Audit | Kitchen tickets and labels |
| Loyalty | Loyalty Activity Report, Loyalty Reconciliation Report, Loyalty Expiry Audit | Loyalty programs |
NOTE
Card and QR payments appear in the tender and exception reports with masked processor references, so a printed or exported report does not expose full card processor identifiers.