Download Reports Directly in the Portal (POS)

You can access and download all your reports directly from the Portal. This keeps your business data in one secure place and makes it easier to manage, review, and share with your accountant or tax advisor. See how you can grant your accountant access to the Portal here.

Why this is helpful:

• View and download reports directly in the Portal
• Keep data centralised and secure, reducing the risk of data leaks
• Easily access recent reports whenever you need them
• Share structured, ready-to-use data with your tax advisor

How to access reports

1. Go to the All Reports section in the Portal
2. Either: 
   • Click Export directly, or 
   •  Open a report page and click Export there
3. If applicable, choose the correct time period and confirm
4. After triggering the export:
   •  You can download the file via the Downloads icon 
5.  If a report is still being generated:
   •  You’ll see its status
   •  You’ll be notified once it’s ready

Note: the report will also be sent by email.

Give your tax advisor a complete package

To ensure smooth accounting, we recommend exporting an overview of your sales, transactions, and payouts on a regular basis. For example:

• End-of-Day Report
• Turnover Report
• Payout Report

Report types explained

End-of-Day Report

The End-of-Day Report shows the total sales for the day, broken down by payment method (e.g., cash, card, other). It also includes cancellations, refunds, tips, and the cash register’s opening and closing balances. The report serves as a basis for daily accounting and as proof for tax purposes.

Turnover Report

The turnover report shows your sales within a selected time period and serves as a summary for the whole business, including revenue, VAT, surcharges, and tips. It is typically used for monthly accounting.

Payout Report

The payout report gives you a clear overview of what has been paid out to your bank account and contains information about all payouts, the associated fees, and the payout periods. Payouts can be exported either as a full list or individually.

Understanding payouts vs. daily sales

Payouts do not always match your daily reports one-to-one.

For example, differences can occur when weekends or holidays delay payouts (link payouts information)

If your payouts don’t match your daily sales, you can check the transaction list in the payouts details to see which transactions are included in each payout.