Daily Report
The Daily Report shows aggregated totals for fiscal invoices issued through Cloud POS over a selected date range. By default it shows today's totals, but you can pick any range up to 62 days.
Opening the Daily Report
Go to POS → POS Invoices in the sidebar
Click the Daily Report button in the page header (next to Create Invoice)
Filters
Filter | Default | Description |
|---|---|---|
Taxpayer | All Taxpayers | Limit the report to a single taxpayer |
Location | All Locations | Limit the report to a single business location |
POS UID | All | Limit the report to invoices issued by a single certificate (POS) |
From | Today | Start of the date range (inclusive) |
To | Today | End of the date range (inclusive) |
Invoice Type | All | Limit to a specific invoice type (Normal, Proforma, Copy, Training, Advance) |
Transaction Type | All | Limit to a specific transaction type (Sale or Refund) |
After changing filters, click Apply to recompute the report. Reset to today restores all filters to their defaults and recomputes.
The maximum date range is 62 days. Selecting a wider range shows an error and the report is not recomputed.
What the report shows
The report is rendered as three widget cards.
Total Sale Amount
The sum of Total amount values across all fiscal invoices in the filtered set whose invoice type is Normal or Advance and whose transaction type is Sale. Cancelled invoices are excluded.
Total Refund Amount
The sum of Total amount values across all fiscal invoices in the filtered set whose invoice type is Normal or Advance and whose transaction type is Refund. Cancelled invoices are excluded.
Invoices by Type
A list of every distinct combination of invoice type and transaction type that appears in the filtered set, with the number of invoices in each combination. For example:
Normal / Sale — 12
Normal / Refund — 1
Advance / Sale — 3
Copy / Sale — 2
Cancelled invoices are excluded from these counts.
Empty results
If no invoices match the current filters, the widgets render zero values (0.00 for the totals and an empty list for the type breakdown). A zero-day report is a valid daily report.
Next Steps
Manage invoices — View and filter the full invoice list
Copy, refund, or cancel — Post-sale invoice operations