# Sales Summary

Open Sales Summary, set Date Range, and inspect revenue, tax, discounts, service charge, order counts, and reconciliation totals 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.

Canonical URL: https://admin.tajergo.ae/help/articles/pos/report-sales-summary/
Article ID: pos-report-sales-summary
Surface: POS
Category: Reports
Last reviewed: 2026-09-06

## 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

1. Open this report from the Reports library.
2. Set the start and end dates for revenue, tax, discounts, service charge, order counts, and reconciliation totals; the signed-in branch remains the report scope.
3. Review the displayed measures, including Gross Item Sales, Net Sales Before Tax, Total Paid, Total Orders, Avg Order Value, Total Discount, Total Tax, Metric. The rows and charts are read-only; no row drilldown is implemented.
4. Refresh once after the source records for revenue, tax, discounts, service charge, order counts, and reconciliation totals settle, then verify the date and branch header before exporting PDF or printing.

## Expected result

The report displays revenue, tax, discounts, service charge, order counts, and reconciliation totals 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 revenue, tax, discounts, service charge, order counts, and reconciliation totals even though the period should contain source records, or loading fails.

Confirm the signed-in branch, date range, and the source records behind Gross Item Sales, Net Sales Before Tax, Total Paid, Total Orders. 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 revenue, tax, discounts, service charge, order counts, and reconciliation totals differ from the same report on screen.

Keep the date range and signed-in branch unchanged and compare Gross Item Sales, Net Sales Before Tax, Total Paid, Total Orders 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.

## Related articles

- [Use the POS reports library](https://admin.tajergo.ae/help/articles/pos/reports-library.md)
- [Hourly Sales](https://admin.tajergo.ae/help/articles/pos/report-sales-hourly.md)
- [Items Performance](https://admin.tajergo.ae/help/articles/pos/report-items-performance.md)
- [Category Performance](https://admin.tajergo.ae/help/articles/pos/report-category-performance.md)