Journal Reports display detailed transaction information including hourly sales, cashier discounts, and applied discounts. Use this report to find transaction numbers and track which items were sold in specific transactions.
Generating a Report
Open Journal Reports
- Navigate to the Printing tab in Convenience.
- Select Journal Reports.
Set the Reporting Period
- Select your Reporting Period date range.
- If left as default, the period will be set to the previous day.
Select Report Type
Choose your desired report from the Report Type section.
Configure Filters (Optional)
Add specific filters in the Filters section:
| Filter | Description | How to Find Value |
|---|---|---|
| Disc Type | Filter by discount type | Enter the discount ID (found in Registers tab > POS Discounts) |
| Only Item | Filter by specific item | Enter the item number |
| Only TX ID | Filter by transaction | Enter the transaction number |
Department Managers Report Options
Select additional options to refine your report. You can select multiple options.
Host Promo Prefix: Change the promotion number prefix if needed (e.g., "GS" for GS22, "LS" for LS22).
Promo/Offer Filter
To filter the report to show only transactions containing specific promotions or offers:
- Enter the promo or offer number in the Promo/Offer No field.
- The report will display only sales that include the specified promotion or offer.
Debtor Account Filters
Debtor Account Filter:
- Enter the account number in the field to search transactions for a specific account.
Only RegTrx Linked Tender:
Select this option to show transactions with linked tenders and which accounts those transactions are assigned to (useful for community accounts with multiple linked accounts).
Generate the Report
- Click OK at the bottom right corner to generate the report.
- After the report generates, click Save or Print at the top left corner.
- Click Close when finished, or to generate another report.
