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:
- Log in to the Back Office with your Lightspeed Restaurant credentials.
- Select Reports > Reports from the navigation bar.
- Click Transactions in the Account 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
- Use the Search field to find particular transactions. Searchable information includes Account name, Amount, Sold by, Paid to, Device, Account, and Reference.
- Optional: Use the Show _ entries drop-down menu to choose how many transactions should appear on a single page.
- Optional: Sort transactions by column by clicking the column header once for ascending order or twice for descending.
Filtering transactions
- Use the filter drop-down to find transactions tagged with configuration tags.
- Optional: Use the Show _ entries drop-down menu to choose how many transactions should appear on a single page.
- 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:
- Click Export Transactions CSV.
- Select your device (Mac or PC).
- Click Export.
Understanding transaction types
In the Transactions report, transactions are listed with various Types. Refer to the table below for descriptions of what they mean.
Types | Description |
---|---|
Float | A cash drop or lift from the cash drawer. |
Foreign | A transfer from one account (table) to another. |
Recall | A recreated account caused by a closed account being reopened. |
Refund | Reimbursement of an existing account. |
Sale | A paid and completed transaction. |
Split | An account that was created as the result of a split payment on another account. |
Transfer | Refers to a transaction created after a transfer operation takes place. |
Transitory | An account that was still open at the end of a business day and moved to the next day. |
Update | An account 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?
Receipt report
Learn more about reporting on all receipts created and paid for during the selected time period.
Learn more