Transactions Report

Transactions

Accessing the transactions

 

The Transactions report shows all item-related events for the selected time period, including sales, voids, and transitory operations. All POS operations are recorded here. Each transaction includes the transaction ID, date, account, employee, device, and item details, such as SKU, Quantity, and amount.

Accessing the Transactions report

To access and generate the Transactions report:

1. Log in to the Back Office with your Lightspeed Restaurant credentials.
2. Select Reports>Reports from the navigation bar. 
3. Click Transactions in the account Reports section. 
4. Set the time period of the report using the arrows and calendar icon in the upper-right corner.

Searching and filtering accounts

Zero in on specific accounts with the following options in the transactions report:

• Use the search field to find particular transactions. Searchable information includes account name, Amount, Tender, Created by, Paid to, Device, Account, and reference.
• Use the Show_entries drop-down menu to choose how many transactions should appear on a single page.
• Sort transactions by column by clicking the column header once for ascending order or twice for descending.
• If there are tags associated with specific device profiles in your configurations, Filter transactions by tag usingFilterdrop-down. Note: this option does not appear if no tags are set up.
• To download the report as a spreadsheet, click export Transactions CSV> select your device (Mac or PC) >Export.

Understanding Transaction types

In the theTransactions report, transactions are listed with variousTypes. Refer to the table below for descriptions of what they mean.

Transaction types

Types	Description
Float	A cash drop or lift from the cash drawer.
Foreign	A transfer from one account (table) to another.
Recall	Account (re) was created because a previously closed account was reopened.
Refund	Reimbursement of an existing account.
Sale	A completed sales operation.
Split	An account was created as a result of a split payment on another account.
Transfer	Created after a transfer operation takes place.
Transitory	An account was still open at the end of a business day and moved to the next day.
Update	An account was created to revert/recreate a payment.
Void	The order was cancelled/deleted after being sent to the kitchen.