GoAct POS Reports - An Overview

GoAct Smartreports provides a visibility into daily sale, revenue, best-selling products, and underperforming items – enabling faster, smarter decisions. You can also monitor stock levels, identify slow-moving items, and reduce stockouts or overstocking through accurate inventory reports.

Insights of POS Reports:

GoAct provided a comprehensive set of POS reports and business analytics that provide customers a broader picture of their business.

GoAct Provides a seven categories of reports:

Masters - Delivers an organized view of master data, empowering businesses to manage inventory details, vendor information, and customer profiles effectively.

Purchase - The Purchase Reports section consolidates all transactional data from the POS Purchase tab, covering Purchase Orders, Invoices, and Parcel Entries, and presents them in structured report formats for streamlined monitoring and decision-making.

Sales - Provides a complete view of sales performance to guide strategic planning and informed decision-making.

Inventory - Delivers comprehensive insights into stock levels, cost management, and real-time product movement.

Stock Transfer - Displays all internal stock transfers—like warehouse to floor—and includes inter-branch movements if using Nettrade or HQ, ensuring full visibility of inventory shifts.

Audit Reports - All changes made by you or your staff in the POS are tracked in the audit reports, allowing you to monitor all activities from one place.

Statutory - All GST and VAT-related reports are available here.

Report Interface Overview  

When you open any report in the POS system, the interface is organized into four main sections: the Top Bar, Sidebar, Report Column, and Footer.

I. Top Bar (Header)  

Located at the top of the screen, the header is divided into two areas:

• Left side: Displays the Report ID, Report Name, Report Description, and options for creating or managing columns.

• Right side: Provides quick access to features such as bookmark creation, report refresh, marking favorites, and chart creation.

II. Sidebar  

Positioned on the far left, the sidebar offers navigation and additional tools for report management, including:

• Filter settings

• Report configuration options

• Related reports access

• Favorites management

• Export functionality

• Email sending

• Task scheduling

• Pivot table operations

• Print preview

• Keyboard shortcuts guide

III. Report Column  

Each column within the report display area supports a range of interactive functions, such as:

• Grouping and sorting

• Hiding or rearranging columns

• Adding descriptions

• Drag-and-drop customization

• Quick filtering and sorting

IV. Footer  

At the bottom of the report, the footer displays the current page number and allows users to adjust the number of rows shown per page.

Conclusion  

The POS report interface offers comprehensive and customizable insights into sales, inventory, purchases, and customer data. With flexible filtering, scheduling, and export options, users can efficiently tailor their reports to meet specific business needs, enhancing overall reporting effectiveness within the POS system.