Otter POS: How to download transaction reports (End of Day Reporting)

Are you looking to access and download your transaction reports from your Otter POS system? This article will guide you through the process of retrieving your end-of-day reports from both the Otter App and Otter Dashboard. By following these simple steps, you can easily access and analyze your POS data to make informed business decisions.

POS end-of-day reporting can be found in two places:

1. Otter App (Order Manager) Reporting

   • An end of day report can be found within the Otter app and can be printed out. The report includes the details for Sales, Payments, and Channel Sales.

   • Viewing the End of Day Report in Otter App

     
     

     Steps	Instructions	Images
     1.	Use the user pin to login to the app.
     2.	Once on the Otter homescreen, click on the new icon in the top right corner of the screen. This will launch the Report view. Note: If you do not have the proper permissions or are not logged in as a user with the proper permissions you will be required to pin in again.
     3.	The report includes a Summary at the top and below are 3 tabs: Sales Payments Channel Sales	Sales tab Payments tab Channel Sales tab
     4.	To print a copy of this report click "Print report". The printed report will include the details from all the tabs (Sales, Payments, and Channel Sales).

2. Otter Dashboard Reporting

   • The POS Transactions report is a POS specific report which shows all transactions that happens on Otter POS. This report uses a similar top level filter.
   • This Report also contains very detailed list of transactions that happened on each POS terminal. The following will appear here:

     • All Sale and Refund (cancellation) transactions including: Cash Credit Split Pays

       Non-Sale Till Transaction like: Pay in and payout with their corresponding note

       Details about each sale like: POS Terminal Till Name Amounts Discounts User logged in at the time

   • PLEASE NOTE: Data on this page is delayed 15-20 min.

   • Viewing the End of Day Report in Otter Dashboard

     
     

     Steps	Instructions	Images
     1.	Navigate to Otter Dashboard and login.
     2.	Click on "Apps" and select "Financials".
     3.	Click on "POS Transactions" to view the report. Refer to the transaction table details here.

Frequently Asked Questions / Troubleshooting