Live Performance Report
Open Live Performance Report, set Date Range, and inspect current operating KPIs and recent movement for the signed-in branch. Date Range is the only on-page data filter. No row drilldown or additional branch, customer, segment, staff, shift, or status selector is implemented. Refresh once after source records settle, then verify the header before exporting PDF or printing.
Before you start
- An authenticated POS session with pos.read or reports.read for the branch attached to the session.
- Relevant orders, payments, shifts, stock movements, or customer links must exist for the selected date or shift.
Steps
- Open this report from the Reports library.
- Set the start and end dates for current operating KPIs and recent movement; the signed-in branch remains the report scope.
- Review the displayed measures, including Today\, Orders This Hour, Avg Ticket Size, Performance Index, Metric, Current, Target, Variance. The rows and charts are read-only; no row drilldown is implemented.
- Refresh once after the source records for current operating KPIs and recent movement settle, then verify the date and branch header before exporting PDF or printing.
Expected result
The report displays current operating KPIs and recent movement for the selected date range and signed-in branch. Empty data remains a valid zero/empty view; an error state offers Refresh. PDF export and print use the currently rendered report rather than a hidden filter scope.
Permissions
- The user needs pos.read or reports.read for the active branch; exports contain only the report data returned for that authorized scope.
Troubleshooting
No data appears for current operating KPIs and recent movement even though the period should contain source records, or loading fails.
Confirm the signed-in branch, date range, and the source records behind Today\, Orders This Hour, Avg Ticket Size, Performance Index. Refresh once after those records settle. There are no additional hidden customer, segment, staff, shift, status, or branch filters to clear; report the route, dates, branch, and visible error.
The exported or printed values for current operating KPIs and recent movement differ from the same report on screen.
Keep the date range and signed-in branch unchanged and compare Today\, Orders This Hour, Avg Ticket Size, Performance Index before exporting once more. Do not reconcile from a file with a different header or stale values; provide Support the report route, dates, branch, differing figure, and export time.
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Open in TajerGo
Sign in with the appropriate role and confirm your Business Account and branch before continuing.
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Last reviewed 2026-09-06 · Send documentation feedback