📈 Using Journal Reports

Journal Reports provide detailed insight into transaction-level activity such as discounts applied, hourly sales trends, cashier actions, and linked tenders — making them ideal for investigations or performance reviews.

Open the Journal Reports tool

In Convenience, go to the Printing tab and select Journal Reports.

Set your reporting period

When the window opens, set the Reporting Period to define the date range for the report.

Choose your report type

In the Report Type section, select the style of journal report you want to generate. Options include:

• Sales breakdowns

• Cashier discount summaries

• Detailed item sales within transactions

Apply filters (optional)

Use the Filters section to narrow down what’s displayed:

• Disc Type — enter the discount ID (found under Registers > POS Discounts)

• Only Item — enter an item number to focus on specific products

• Only TX ID — enter a transaction number to view just that transaction

Department Manager options

In the Department Managers Report Options area, you can enable additional filters:

• Tick any relevant options you want to include

• You can also adjust the Host Promo Prefix to display shortened codes (e.g. GS22 becomes GS)

Filter by debtor accounts (optional)

If you're reviewing account-based transactions:

• Use the Debtor Account Filter to enter an account number

• Tick Only RegTrx Linked Tender to view linked transactions (e.g. community account roll-ups)

Generate and export the report

Once your filters and selections are set:

• Click OK to generate the report

• Use the buttons at the top-left to Print or Save the report

• When done, click Close to return to the main screen