> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bizaxl.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Analytics and Reports
> How to view sales performance, payment breakdowns, top-selling footwear, return trends, and low stock alerts in the POS analytics screen.
The Analytics screen gives managers a real-time view of how the store is performing. You can see daily totals, identify which styles are selling fastest, spot payment trends, and catch stock problems before they become a problem.
***
## Who Can View Analytics
* **Manager (POS Manager role)**: full access to the Analytics screen
* **Admin (POS Admin role)**: full access
* **Cashier (POS Cashier role)**: Analytics tab is not visible
***
## How to Access Analytics
Tap **Analytics** in the top navigation bar. The screen loads the last 7 days by default.
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## Choosing the Time Range
Use the dropdown in the top right to switch between:
| Option | What it covers |
| ------- | -------------------------------------- |
| Today | Only today's sales (same calendar day) |
| 7 days | Last 7 days including today |
| 30 days | Last 30 days including today |
| 90 days | Last 90 days including today |
The screen reloads automatically when you change the range.
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## Sales KPI Cards
Four cards at the top show the key numbers for the selected period.
| Card | What It Answers |
| ----------------- | ------------------------------------------------- |
| **Sales** | What is the total revenue for this period? |
| **Transactions** | How many sales were completed? |
| **Items sold** | How many individual pairs and products were sold? |
| **Tax collected** | How much GST was collected in total? |
**Who uses this:** The manager checks these every morning to know how yesterday went, and at the end of each week to spot trends.
***
## Returns Summary Cards
Two cards below the KPI section show return activity.
| Card | What It Answers |
| ------------------ | ------------------------------------------------ |
| **Refunds** | What is the total value refunded in this period? |
| **Items returned** | How many items came back? |
A high return value relative to sales can indicate a sizing issue, a defective batch, or a style that customers are not happy with. Monitor this alongside the top items report.
***
## Payment Mix Chart
A bar chart showing how much was collected by each payment mode.
**What business question it answers:** How is the customer paying? Are most sales by cash or UPI? Is card usage growing?
**Who uses this:** The manager uses this to reconcile the cash drawer total with the Z-Report and to understand payment trends for bank reconciliation.
**Typical use:** After closing the shift, compare the Cash bar to the Z-Report cash total. They should match.
***
## Top Items List
A ranked list of the best-selling products in the selected period, showing units sold and total value.
**What business question it answers:** Which shoe styles are selling the most? Which products drive the most revenue?
**Who uses this:** The manager uses this weekly to decide which styles to reorder and which are not moving.
**Typical use:** If "Sports Running Shoe - Size 8" is consistently in the top three, make sure you always have good stock of size 8 in that style.
***
## Low Stock List
Items where the current stock quantity has fallen to or below the safety stock level.
**What business question it answers:** Which items need to be reordered now?
**Who uses this:** The manager checks this daily to raise purchase requests before sizes sell out completely.
Each entry shows:
* Item code and name
* Current quantity on hand
* The safety stock threshold (the reorder level)
If the list shows "All items above their safety stock", you have nothing to worry about today.
***
## Automatic Low Stock Notifications
In addition to the Analytics screen, the system sends an automatic alert to managers every day when items fall below safety stock. This happens through the Notification Log in the back-office. The manager does not need to check the Analytics screen to catch a low stock event - the notification comes to them.
**When the alert is sent:** Daily, automatically, by the system scheduler.
**Who receives it:** All users with the POS Manager or POS Admin role.
**What it says:** A list of items and the warehouse where they are below safety stock, with current quantities and thresholds.
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## Troubleshooting
**The Analytics tab is not visible**
You do not have the Manager or Admin role. Ask your Admin to check your role assignment.
**The analytics show zero for a period where I know there were sales**
Check that the sales were submitted (not just draft). Also verify the selected time range covers the correct dates.
**The top items list is empty**
No sales with submitted POS Invoices were found in the selected period. If sales were made offline and have not synced yet, they will not appear until sync completes.
**Low stock shows items that I know are well-stocked**
The safety stock threshold may be set too high in the item record. Ask your Admin to review the item's reorder level in BAS.
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## Best Practices
* Check Analytics at the start and end of each day - it takes less than a minute and keeps you ahead of problems
* Compare the payment mix chart total to the Z-Report totals at close - any mismatch signals a problem worth investigating
* Use the top items list weekly for purchase planning - reorder fast-moving sizes before they run out on a busy weekend
* Monitor returns alongside top items - if a style has high sales AND high returns, investigate quality or sizing
* Low stock alerts are best-effort - use them as a prompt to investigate, not as the only reorder trigger
***
## Related Features
* [Shift Management](/retail/footwear-retail-pos/shift-management): The Z-Report complements the payment mix chart
* [POS Settings](/retail/footwear-retail-pos/pos-settings): Where the low stock threshold is configured
* [Terminals](/retail/footwear-retail-pos/terminals): Analytics covers all terminals under the POS Profile