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 Order Reports section. 
   

By default, the Transactions report will show all transactions processed that day. Optionally, you can set the time period of the report by using the arrows and calendar icon in the upper-right corner.

Searching, filtering, and exporting transactions

Search for specific transactions or filter results with the following options in the Transactions report:

Searching for transactions

1. Use the Search field to find particular transactions. Searchable information includes Account name, Amount, Sold by, Paid to, Device, Account, and Reference.
2. Optional: Use the Show _ entries drop-down menu to choose how many transactions should appear on a single page.
3. Optional: Sort transactions by column by clicking the column header once for ascending order or twice for descending.

Filtering transactions

1. Use the filter drop-down to find transactions tagged with configuration tags.
2. Optional: Use the Show _ entries drop-down menu to choose how many transactions should appear on a single page.
3. Optional: Sort transactions by column by clicking the column header once for ascending order or twice for descending.

Exporting transactions

With Lightspeed Restaurant, you can export your reports as a CSV for simple record keeping.

To download a report:

1. Click Export Transactions CSV.
2. Select your device (Mac or PC).
3. Click Export.

Understanding transaction types

In the Transactions report, transactions are listed with various Types. The associated type refers to how the transaction was created and processed.

• Foreign: An order was transferred from one table to another.
• Recall: A recreated order caused by a closed order being reopened.
• Refund: The transaction is a reimbursement of an existing order.
• Sale: A paid and completed transaction.
• Split: A transaction that was created as the result of a split payment on another order.
• Transfer: Refers to a transaction created through a transfer operation.
• Transitory: An order that was still open at the end of a business day and moved to the next day.
• Update: A transaction that was created to revert or recreate a payment.
• Void: An order that was canceled or deleted after being sent to the kitchen.

What's next?