> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.meridiq.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# POS & sales reports

The POS reports section provides insights into sales transactions, product and service performance, payment methods and refund activity — helping you analyse business trends and operational efficiency.

| 📍 **Where to find this:** Reports → POS

## ✅ What you can do

* View revenue and transaction summaries
* Track payment gateway usage (Swish, Viva, Stripe)
* Identify top clients by lifetime value
* Review practitioner sales performance
* Monitor top-selling products and services
* Track low-stock products and refunds

## 📊 Opening POS reports

1. Click **Reports** in the left navigation menu.
2. Click **POS** from the submenu.
* The **Reports — POS** page opens with ten data sections.

![Reports - POS](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_n0s16.png =650x1391)

## 🔽 Filters

| Filter | Options |
| ---- |
| **Team Member** | Select a specific team member or **Everyone** |
| **Period** | Daily, Weekly or Monthly |
| **Start Date / End Date** | Set a custom date range |
| **Export** | Click **Export** (top-right) to download the report |

## 📋 Report sections

### 1. Summary Metrics
* **Total Revenue** — all sales in the period
* **No. of Transactions** — total number of transactions
* **Avg. Transaction Value** — average sale value
* **Refunds** — total refund amount

### 2. Revenue
Bar graph showing daily sales revenue — split by **Product Revenue** (blue) and **Service Revenue** (purple).

### 3. Payment Gateway Preference
Pie chart showing which payment methods clients used — Swish, Viva, Stripe, etc.

### 4. Client Lifetime Value
Ranked table showing top clients by total revenue — includes Transaction Count and Revenue.

### 5. Practitioner Performance
Ranked table showing revenue generated per practitioner.

### 6. Total Discount
Pie chart showing the split between Direct Discounts applied and Total Revenue.

### 7. Top Selling Products
Ranked table showing products by Quantity Sold and Revenue.

### 8. Top Booked Services
Ranked table showing services by Quantity Sold and Revenue.

### 9. Low Stock Products
Lists products running low on stock — includes Quantity Left and an **Add** button to reorder directly.

### 10. Refund
Ranked table showing refunds by Client Name and Refund Value.

| 💡 To view clinical activity data, see [Clinical record reports](https://help.meridiq.com/en/article/clinical-record-reports-111g8fq/).