Introduction to Reports: financials, sales, products & sessions

The Reports area in Final Manage gives you a complete picture of your store's performance across six POS reports: Financial Summary, Sales Breakdown, Product Sales, End of Session, Employee Sales, and Transactions.

To open your reports, sign in to Manage and select Reports from the left menu.

The six POS reports in Manage

Each report answers a specific operational or accounting question:

1. Financial Summary

Your store-wide accounting overview. It displays three summary charts alongside detailed breakdowns of gross and net sales, taxes, payment methods, refunds, card processing fees, staff totals, and tips. Use it for month-end reconciliation and bookkeeping.

• Read the full guide: How to read your Financial Summary

2. Sales Breakdown

An order-level sales analysis. It combines KPI summary cards, trend charts, and the Orders table so you can see how sales build up across days, Outlets, and Stations.

• Read the full guide: How to read your Sales Breakdown report

3. Product Sales

A per-product and per-supplier breakdown of what sold, what came back as a refund, and what each item earned. You can filter by Category, Supplier, Channel (In-store, Online, or All channels), Outlet, and Station, and switch between three tabs:

• By product: Units sold, units refunded, net units, gross sales, discounts, and fees per item, with custom-amount sales listed on a line below the total so your numbers match the Financial Summary to the cent.

• By supplier: Sales grouped by linked supplier—built for consignment shops, galleries, and multi-partner stores calculating monthly supplier or artist payouts.

• Line by line: Every individual product sale and refund with its date, time, receipt number, Outlet, quantity, and amount.

• Read the full guide: How to read your Product Sales report

4. End of Session

Shift-by-shift close-out reports generated when your team closes a session on a Station. Each report covers session details, sales, modifiers, fees, cash drawer reconciliation, payment tenders, and the transactions inside that shift.

• Read the full guides: How to read your End of Session report and How to generate an End of Session report

5. Employee Sales

Individual team member performance. It features KPI cards, Top Performers and Sales by Role charts, and a per-employee breakdown of sales, orders, and tips.

• Read the full guide: How to read your Employee Sales report

6. Transactions

The full transaction log of individual payments and refunds taken across your store, with summary totals, search by receipt or amount, filters, and export.

• Read the full guide: How to read your Transactions report

Shared filters and comparisons

Across your Manage reports, you can slice your numbers using shared controls at the top of the page:

• Date range and comparison: Pick a preset or custom date range and compare performance against the previous period or the same period last year. Dates are grouped in your store's local time zone.

• Outlets and Stations: View your entire business at once or isolate a single Outlet or Station.

• Shareable URLs: Filters are saved in the page URL on reports like Sales Breakdown and Product Sales, so you can send a filtered view directly to a teammate.

Exporting your reports

When you need to hand numbers to an accountant or pay out suppliers, you can export your filtered report directly from the top-right corner of the page. Depending on the report, you can download clean CSV, Excel (XLSX), or PDF files that match the filters and totals shown on screen.

• Read the full guide: How to export your reports